Control & platform
Your business on one page, and what needs doing today
An owner's first questions each morning are simple: how are we doing, and what needs doing today? Company Snapshot answers the first. The Calendar, the To Do List and Reminders answer the second.
What you get
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Company Snapshot
Account balances, what customers owe and what you owe, with overdue amounts and what falls due this week.
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Trends and top names
Income and expenses over twelve months, this year against last, top customers and top vendors.
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Calendar and To Dos
To Dos with a type, priority, due date and name, shown on the Calendar.
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Reminders
Money to deposit, overdue invoices, bills due, cheques and forms to print or email, and memorized entries due.
One page instead of five reports
The Snapshot reads the same books as every report, so its figures always agree with them.
Reminders counts the jobs waiting for you — undeposited money, overdue invoices, bills coming due, open sales orders, items to reorder, forms waiting to be printed or emailed — so nothing is left until someone remembers.
Frequently asked questions
Who can see the Snapshot?
People whose role lets them read reports or the Profit and Loss. Each reminder is shown only to people allowed to see what it counts.
Where do I find these?
Under the Company menu, and on the Home Page's Company panel.