The Daily Business Manager (DBM) can function like a dashboard, centralizing access to many types of transactions, as well as providing you with business performance information such as current cash balance data and other financial ratios.
Using the current calendar, DBM provides timely details such as due dates and discounts available for pending transactions. Convenient batch processing is also available through DBM. Transaction types include:
- Payments due.
- Sales receipts.
- Pending purchase orders (convert to invoices).
- Pending sales orders (convert to sales invoices).
- Recurring transactions.
- Customer, vendor, or employee memos.
You can configure the DBM to open automatically when you start Sage 50 Accounting or when you change the session date. Go to User Preferences to manage the settings.
DBM is located on the Business Assistant menu or as an icon at the top of any navigation screen.