The Daily Business Manager can help you complete routine bookkeeping tasks more efficiently. If you choose to have the DBM open up whenever you start the program,
you can complete many transactions right from that window saving a lot of time! You might even have time to take on another client.
To automatically display or hide the Daily Business Manager when starting Simply Accounting or after changing the session date:
- In the Home window on the Setup menu, choose User Preferences.
- Click the “View” tab.
In the Daily Business Manager section, check either “At Startup” or “After Changing Session Date” (or both) to add or remove the check mark that indicates that the Daily Business Manager will be displayed.
Under the “Business Assistant” tab on the Home page you will find a drop down to open the DBM.
Once the DBM opens up, look under “View” then “Options” and put a check in the boxes for the events you wish to perform right from the DBM screen.
Whenever you start up Simply Accounting, review the items on each tab of the To-Do-List.
- All payments due can be processed by putting a check mark in the post column. This posts the payment in seconds and sets it up to be batch printed. (Remember to turn on batch printing.)
- Any Recurring Sales Transaction can also be checked, printed, and processed in one easy step.
This is an incredible feature for rent rolls or membership renewals to be preformed quickly and efficiently on the first day of each month.
To make any adjustments that you need with payment invoices or sales invoices, click on a particular transaction while in the DBM, the window will open up, make the adjustment you need and process the transaction.
Simply will return to the To-Do-List for the next task.
Dianne Mueller, CPB, SACC, SACT
Soma Small Business Solutions