Contact management > Keeping in touch with your contacts > Reminder log
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Advanced Filters for Registers Void Cheque Mileage Tracking Departments added to Bank Deposits Improved bank statement import Tracking Leads Hide Inactive Update AccountEdge date Departmental Accounting Retainers, Escrows and Trusts Document Manager Change Orders Expanded tax code field Add notes to a sale and a purchase transaction Easier navigation for invoices and bills Purge Sale/Purchase Quotes and Cards Tracking Commissions Easier navigation for invoices and bills Create a copy of transaction Purge Sale/Purchase Quotes and Cards Combine Items Departments added to Inventory Adjustments Track Serial Numbers Track Warranties Migration Assistant 7 Years Historical reporting Profit Analysis reports Lead reports Department reports Mileage Tracking reports Manage AccountEdge Cloud Web Store Integration Enhanced
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Setting up your company file
Overview Create a company file Easy setup assistant Activate the company file Set up accounts
Setting up accounts
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Overview Set up sales Set up purchases Do an initial bank reconciliation
Task 1: Identify uncleared withdrawals and deposits Task 2: Record uncleared withdrawals and deposits Task 3: Reconcile
Create item records Enter inventory opening balances Set up a Web Store Web Store Gift Cards
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Sales
Creating a lead card Creating a customer card Entering sales
Task 1: Enter information about the customer Task 2: Choose the type of sale Task 3: Enter the items or services you are selling Task 4: Enter additional information about the sale Task 5: Complete the sale Adding and deleting transaction lines, headers and subtotals
Recording sales with insufficient on-hand item quantities
Build, buy or backorder items Allow negative on-hand item quantities
Changing the status of a sale Track a change order Reviewing your sales information Receiving payments Printing payment receipts Credit control
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Dealing with a supplier who is also a customer Accounting for bad debts Progress Billing Manage Retainers, Escrows & Trusts Process Web Orders Commission Tracking
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Creating a supplier card Entering purchases
Entering a purchase transaction Task 1: Enter information about the supplier Task 2: Choose the type of purchase Task 3: Enter the items or services you are purchasing Task 4: Enter additional information about the purchase Task 5: Complete the purchase Adding and deleting lines, subtotals and headers to purchases
Receiving items without a supplier bill
Set up an accrual account for items received without a supplier bill Recording items received without a supplier bill
Creating a purchase order from a sale Changing the status of a purchase Reviewing your purchases information Paying bills Recording and settling supplier debits
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Transactions
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Changing a transaction Deleting a transaction
Reversing a transaction Recurring transactions
Setting up recurring transactions Recording recurring transactions Reminders
Create copy of a transaction Publishing to iCal
Publishing an invoice or purchase to iCal Publishing a recurring transaction to iCal Publishing a reminder log entry to iCal
International transactions
About the multiple-currency feature Setting up multiple currencies
Task 1: Select the multiple currency preference Task 2: Set up records for foreign currency Task 3: Create accounts to track foreign-currency transactions Task 4: Assign accounts to foreign currencies Task 5: Assign currencies to foreign customers and suppliers
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Forms
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Task 1: Display the form Task 2: Set up form properties Task 3: Adding and editing elements Task 4: Preview the customised form Task 5: Save the customised form Task 6: Print the customised form Changing the default fonts on forms
Adding and editing elements
Adding and editing data and label elements Adding and editing graphic elements Editing all elements with common commands
Contact management
Creating a card Keeping in touch with your contacts
Personalised letters Mailing labels Reminder log Other ways to keep in touch
Grouping your contacts
Identifiers Custom lists
Synchronising AccountEdge cards with Mac Address Book cards
Deleting cards Resetting the synchronisation
Customising cards
Card identification codes Card pictures Lead Source and Status
Reviewing your contact information
Financial control
Tracking financial information
Accounts Categories Jobs Departments
Reimbursable expenses
Step 1: Set up a job Step 2: Assign expenses to the job Step 3: Bill the customer Changing the status of a reimbursable expense
Budgets
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Reviewing financial information Auditing your records
Company Data Auditor Audit trail tracking system
End-of-period procedures
Month-end procedures
Task 1: Run the Company Data Auditor Task 2: Reconcile bank accounts Task 3: Review reports Task 4: Send customer statements Task 5: Record depreciation Task 6: Prepare your GST return Task 7: Lock periods
Starting a new financial year
Task 1: Complete month-end tasks Task 2: Perform a stocktake Task 3: Provide information to your accountant Task 4: Enter end-of-year adjustments Task 5: Back up your company file Task 6: Start a new financial year Task 7: Optimise and verify your company file
Managing user accounts and company files
Managing user accounts Backing up and restoring company files TConfirming activated company files
Troubleshooting activated company files
Servicing your company file
Checking your company file for errors Optimizing your company file Purging information that is no longer needed Troubleshooting file-locking problems Changing company file date
Special considerations for networked company files
Preventing data entry while generating reports Storing custom reports and forms on a network Displaying up-to-date information Improving performance Alert messages—company file Alert messages—transactions
Appendix A:  Importing and exporting data
Exporting data Importing data
Importing from MYOB RetailManager Importing an accounts list from Accountants Office
Managing import and export records AppleScripts
Appendix B:  Networking company files
Preparing company files for multiple users Setting up the network hardware Setting up a company-file folder on a Mac OS X host Accessing the shared company file from Mac OS X workstations
Glossary Index
Reminder log
The reminder log enables you to keep a detailed log of all the phone calls you and your contacts make to each other, and any other type of correspondence.
For example, let’s say that you call customer A regarding an overdue invoice. You could create a log entry that records the date of the phone call, a summary of the outcome, and the date you will want to recontact them by if their invoice is still outstanding.
When a customer or supplier calls, you can use the reminder log to retrieve a complete history of your business relationship with that contact.
Note that you can also automatically create reminder log entries for each sale, purchase, payment and receipt you record.
tip : Publish reminder logs to iCal
If you use iCal to plan your day-to-day activities, you can publish reminders in iCal. This enables you to keep all reminders in one application. For more information, see ‘Create copy of a transaction’.
To create a reminder log entry
To automatically create reminder log entries
You can choose to automatically create log entries each time you record a sale, purchase or banking transaction. The log entry contains basic information about the transaction, such as the invoice number, cheque number and the amount.
note : Your company file size may increase significantly
If you record many transactions and choose to automatically create log entries for them, the size of your company file may increase significantly. If the company file size becomes an issue, you can purge old log entries and other data. For more information about purging information, see ‘Purging information that is no longer needed’ on page 298.
1
Go to the Setup menu and choose Preferences. The Preferences window appears.
2
Click the Banking tab.
3
If you want to create an automatic reminder log entry for each payment you record, select the Make Reminder Log Entry for Every Cheque option.
4
If you want to create an automatic reminder log entry for each receipt you record, select the Make Reminder Log Entry for Every Deposit option.
5
Click the Sales tab.
6
If you want to create an automatic reminder log entry for each sale you record (including quotes and orders), select the Make Reminder Log Entry for Every Sale option.
7
Click the Purchases tab.
8
If you want to create an automatic reminder log entry for each purchase you record (including quotes and orders), select the Make Reminder Log Entry for Every Purchase option.
9
Click OK to close the Preferences window.
To view the reminder log
Related topics
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Keeping in touch with your contacts
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Create copy of a transaction
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Other ways to keep in touch

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