Window Overview
To Do List window

Stock Alert 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 a list of items whose quantity levels are lower than the minimum levels you set up in the Buying Details view of the Item Information window.

Each time you record a sale of a stock item, Accounting Plus calculates the item's quantity by taking the current quantity of the item you have on hand, adding the quantity on order, and subtracting the quantity promised to customers. If the quantity of the item is less than the minimum level, the item appears in this list.