Review your list of overdue contacts. Click the Action column for all you have recontacted, and then click Remove. The selected contacts will be removed from the list.
Select the items to order or build by clicking the Action column. Then click Order/Build to create a purchase order or build an inventory item.
Review your pending sales & purchases. Click the Action column to select the items to record and then click Record as Actual.
Review those purchases whose discounts are expiring. Click the Action column to select the desired purchases, and then click Pay Bills to write the cheques.
Review your recurring purchases. Click the Action column to choose the desired purchases, and then click Record.
Review your recurring sales. Click the Action column to choose the desired sales, and then click Record.
Review your recurring cheques, deposits and general journal transactions. Click the Action column to select the desired transactions, and then click Record.
Review your outstanding payables. A positive number in Overdue means your payment is late. Click Pay Bills to pay all selected Payables.
Review your open receivables. Click the Action column to include a customer in a Mail Merge file created to contact the selected customers.
