Show Direct Debits on To Do list

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Contributing User TheRob
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Show Direct Debits on To Do list

I regularly enter invoices that will be direct debited to our account. I would like to see them in our To Do list so I know what money is going to come out of the bank account in the coming weeks. I also use the To Do list to pay bills as they fall due. Is there any way I can show which ones are DD without adding a (DD) suffix to the Customer name?

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MYOB Moderator Tracey_H
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Re: Show Direct Debits on To Do list

Hi @TheRob 

 

I think your idea of adding a DD suffix to the Supplier name is the best way to differentiate those direct debit bills. When entering those bills you can change the trading terms to say 14 days net, that way the due date in the To Do List will be the direct debit date. 

 

You can also use Business Insights to track your bills and income.

 

Please let me know if you need further help.

Cheers,
Tracey
Previously @bungy15

MYOB Community Support

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Contributing User TheRob
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Re: Show Direct Debits on To Do list

Thanks. Having a DD suffix to a company name is a bit messy, esecially if I ever have to send out quotes, orders or remittance advices etc, but it serves the purpose here. Thanks

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