Reminders gathers into one list every kind of work that is waiting: money received but not yet deposited, invoices overdue, bills coming due, cheques and forms waiting to be printed or e-mailed, memorized transactions coming up, to dos due, sales orders to fill and items to reorder. Each line shows how many there are (and how much, where that makes sense), and a click opens the screen where you deal with them.
Open it at the start of the day and work down the list.
Opening Reminders
- Company ▸ Reminders
- On the Home Page, Reminders in the Company panel
It opens over the Home Page; Esc takes you back. Refresh (top right) counts everything again.
The lines
Each line has an icon, a name, and on the right the count and/or amount and an arrow. A line with nothing waiting is drawn in grey; a line with something waiting is in bold with a coloured icon.
| Line | What it counts | Click to open |
|---|---|---|
| Money to Deposit | The balance of your Undeposited Funds account — payments received but not yet put through Make Deposits. Amount only. | The Deposit Register, where you can make a deposit. See Make Deposits. |
| Overdue Invoices | Open invoices past their due date: how many, and the total still owed. | Income Tracker |
| Bills to Pay (due within 7 days) | Open bills due in the next seven days, including any already overdue: how many, and the total. | Pay Bills |
| Cheques to Print | Cheques saved with Print Later ticked and not yet printed. | Print Cheques |
| Forms to Print | Invoices, sales receipts, credit memos and other forms saved with Print Later ticked. | Print Forms |
| Forms to E-mail | Forms saved with Email Later ticked. | Send Forms |
| Memorized Transactions Due (7 days) | Active memorized transactions whose next date is within the next seven days or has already passed. | Memorized Transactions |
| To Do Notes Due | Active to dos due today or earlier. | To Do List |
| Sales Orders to Fulfil | Sales orders still open or partly filled. | Sales Order Fulfillment Worksheet |
| Inventory to Reorder | Stock items with a reorder point set whose quantity on hand, across all locations, is at or below it. | Reorder Levels |
The money lines use the same figures as the Company Snapshot, so the two never disagree. An invoice's or bill's due date comes from its terms; one with no due date uses its own date.
Step by step: work through the day's reminders
- Open Company ▸ Reminders.
- Start with Money to Deposit: deposit what has come in, so your bank register matches the bank.
- Overdue Invoices: open the Income Tracker, filter to overdue, and follow up — or use the Collections Center.
- Bills to Pay: open Pay Bills and pay what is due.
- Cheques to Print and Forms to Print: print the batch.
- Forms to E-mail: send them.
- Memorized Transactions Due: enter the ones that are due.
- To Do Notes Due, Sales Orders to Fulfil and Inventory to Reorder as time allows.
- Come back to Reminders and click Refresh to see what is left.
Permissions
To open Reminders your role needs view access to Dashboard ▸ Overview or the Customer Centre.
Each line is shown only to a role that may see what it counts. A line your role has no access to stays grey, shows no figure and cannot be clicked:
| Line | Needs view access to |
|---|---|
| Money to Deposit | Deposits |
| Overdue Invoices | Customer Balances or Invoices |
| Bills to Pay | Vendor Balances or Bills |
| Memorized Transactions Due | Memorized Transactions |
| Cheques to Print | Write Cheques |
| Forms to Print, Forms to E-mail | Invoices |
| Sales Orders to Fulfil | Sales Orders |
| Inventory to Reorder | Item List |
The money figures (Money to Deposit, Overdue Invoices, Bills to Pay, Memorized Transactions) also need the Report Centre or Profit & Loss view permission; without it they show zero. See Roles and permissions explained.
Common problems
Money to Deposit shows an amount but the deposit screen is empty. The amount is the balance of the Undeposited Funds account in the ledger. If it includes a general journal entry or an opening balance posted straight to Undeposited Funds, there is no payment to choose. Open the Undeposited Funds register to see what makes up the balance. See Undeposited Funds and the Deposit To account.
Cheques to Print does not go down. A cheque leaves the count when it is printed through Print Cheques, which gives it its cheque number and clears its Print Later mark.
Inventory to Reorder counts items that Stock Levels shows as fine at my location. Reminders adds up every location. An item can be low overall while one location has plenty.