Window Overview
To Do List window

Recurring Transactions view

Window Overview | To use this window | Fields in this window | To find this window


The To Do List window contains lists of reminders that inform you to perform your regular business tasks on a consistent basis. Accounting Plus uses the dates you set up in the Business Calendar window to add reminders to the To Do List. If the number of days for a reminder - except for money due to you that's overdue - places the reminder on a non-business day, the reminder will be moved to the previous business day.

The To Do List window has nine tabs, Each tab opens a different part, or view, of the To Do List window. They are:

Debtors view
Creditors view

Recurring Transactions view
Recurring Sales view

Recurring Purchases view

Expiring Discounts view

Orders view

Stock Alert view

Contact Alert view

This view of the To Do List window displays recurring transactions such as Spend Money transactions, Receive Money transactions, paycheques and Nominal Journal entries. You can use this view to record any of these recurring transactions when they're due.