Calendars, events and reminders

Calendar

You can use the calendar to view your reminders at a glance.

When you click Calendar from the navigation bar, the window defaults to the monthly calendar view. However, to change this to view by day, week or by month, click the required option at the top of the window.

TIP: To quickly show the events for your current processing date, from the bottom of the right-hand pane, click Today.

By default, only tasks and events that are due appear in the calendar. If you want to also view completed tasks and events, select the Show completed events check box.

Details

To view a list of your events and reminders, from the bottom of the window, click the Details tab. A list of all events and reminders set up appears, however you can use the folders to the left of the list to show only those that are >

Not Due - Displays all events and reminders where the due date is after the current computer date or process date, depending on how the reminder is set up
Due - Displays all events and reminders where the due date is the same as the current computer date or process date and a completed date and time have not been entered
Overdue - Displays all events and reminders where the due date is before the current computer date or process date and a completed date and time have not been entered
Current - Displays all events and reminders where a completed date and time have not been entered
Completed - Displays all events and reminders where a completed date and time are entered

TIP: To return to the calendar view, from the bottom of the window, click the Calendar tab.

Working with reminders

If you've set up a reminder, it appears at the specified date and time, or the first time you open the software after the specified date and time. If you've more than one reminder due at the same time, they appear in the same window.

When the reminder appears, you have the following options >

Dismiss All - This dismisses all listed reminders. The reminders are not marked as completed and they appear again the next time you open the software
Mark as Complete - This marks the selected reminder as complete, and enters either the process date or the computer date into the Completed Date box. The reminder doesn't appear again
NOTE: If for any reason the reminder persists after completion, it should be deleted. You can also mark an event or task as complete from the calendar or details view. To do this, right-click the event and choose Mark as complete.
Open Reminder - This opens the selected reminder so that you can view or edit the details
Dismiss - This dismisses the selected reminder. The reminder isn't marked as completed and it appears again the next time you open the software
Snooze - Choose a time for the reminder to appear again

Create a new event or task reminder

From the navigation bar click Calendar, then click New Reminder.

Complete the New Reminder window as follows >

Reminder Description	Enter a description for the event or task, up to a maximum of seventy characters. For example, Pay tax and NI to HMRC.
Date to Use	To use the computer date as the date of the event or task, select PC Date. To use the process date as the date of the event or task, select Process Date.
Due Date	Enter the date of the event, or when the task is due to be completed.
Recurrence	If required, choose the frequency that you want the event or task to recur. Choose from daily, weekly, monthly or yearly. Recurring events and reminders do not automatically appear in the diary for each recurring date. They only appear when the computer date or process date is the same as the recurring event. In addition, reminders for subsequent recurrences will not appear until the previous instances of the event have been marked as complete.
Reminder Pop-up Date	To be reminded about the event or task, enter the date and time when you want this to appear. If required, from the Recurrence drop-down list, choose a time.
Completed Date	If applicable, to mark the event or task as complete, enter a date in this box. When the reminder appears, if you click Completed, a date is automatically entered here.
Select which users the reminder should be displayed to:	Select the Sage 50 Payroll users you want to receive the reminder. To make the reminder available to all of your Sage 50 Payroll users click Select All. To remove all previously selected users click Clear All.
Notes	If required, enter any additional information related to the event or task.

To save the event or task reminder, click OK.

You've successfully created a new event or task reminder.

Edit an existing event or task reminder

From the navigation bar click Calendar.
From the Calendar or Details view, select the event or task that you want to edit then click Edit Reminder.

Enter or edit the following information >

Reminder Description	If required, edit the description of the event or task, up to a maximum of seventy characters.
Date to Use	To use the computer date as the date of the event or task, select PC Date. To use the process date as the date of the event or task, select Process Date.
Due Date	If required, edit the date of the event or when task is due to be completed.
Recurrence	If required, choose the frequency that you want the event or task to recur. Choose from daily, weekly, monthly or yearly. Recurring events and reminders do not automatically appear in the diary for each recurring date. They only appear when the computer date or process date is the same as the recurring event. In addition, reminders for subsequent recurrences will not appear until the previous instances of the event have been marked as complete.
Reminder Pop-up Date	If required, enter or amend the date when you want the reminder to appear. If required, use the Recurrence option to enter or amend the time when you want the reminder to appear.
Completed Date	If applicable, to mark the event or task as complete, enter a date in this box. If required, use the Recurrence option to enter or amend the time the event or task was complete. Once you enter a completed date and time, the event or task is moved from the Current folder in the details view, to the Completed folder. Unless you select the Show completed events check box, the item does not appear on the calendar view.
Select which users the reminder should be displayed to:	Select the Sage 50 Payroll users you want to receive the reminder.To make the reminder available to all of your Sage 50 Payroll users click Select All. To remove all previously selected users click Clear All.
Notes	If required, enter any additional information related to the event or task.

To save your changes to the event or task and return to the calendar > OK.

You've successfully edited an existing event or task reminder.

Delete an existing event or task reminder

From the navigation bar click Calendar.
To delete an existing event or task, from the calendar, select the required item then from the Tasks pane, then click Delete Reminder.
You cannot delete multiple items simultaneously.
To delete the selected event or task and return to the calendar > Yes.

You've successfully deleted an existing event or task reminder.