Reneva
Open Calendar, below Dashboard, to review dates for the selected company. You only see data your access permits.
Month
Use Previous month, Next month or the Month field to choose the period. On a computer you see the month; on a phone, an agenda of days with events. Open an entry to reach its linked record.
Types (all if none selected)
Choose one or more types; with no selection, all types available to your access are shown.
- Documents: outstanding receivable due dates, including documents with payments split into installments.
- Installments: unpaid client project installments that are not already represented by a live document.
- Expenses: dates for expenses to pay; Forecast distinguishes expected dates from actual dates.
- Subscriptions: the next service renewal, separate from collecting payment for the document. The two dates can differ.
A document for the whole client project also represents its installments; a document for just one installment leaves the others visible. A paid document continues to cover the installment, even when it no longer has an outstanding receivable due date.
Counterparty
Choose a client or supplier present in the month. The prefix also distinguishes counterparties with the same name. All counterparties removes this selection; the month and types remain as chosen.