The Calendar is a powerful tool, which integrates your agenda (tasks, appointments, contacts, etc.) in a Set of Books. You may manage all your events in this Calendar with options to set the recurrence of an event (i.e. daily, weekly, monthly by day, monthly by date, yearly by day, yearly by date or custom, where you may specify the interval in days).  

In addition to scheduling all your events, the Calendar has a powerful reminder system which may be set to remind you of a scheduled event, or task, well in advance (from any number of minutes, hours and even days). 

There are five (5) main categories of events which you can manage (add, edit, delete or change dates of events) in the Calendar. These are: 
TurboCASH4 Calendar appointment categories

Appointment (general - i.e. with bank manager, lunches, etc.) 

Repeating invoices - schedule when you need to copy / process repeating invoices. 

Debtor Appointment - schedule appointments with debtors / customers for specials, accounts, etc. 

Creditor Appointment - schedule appointments with creditors / suppliers for orders, accounts, etc. 

Hours - schedule the hours (time) to invoice debtors / customers. Once these are set you may generate Quotes for the hours. Once these Quotes are generated, you may edit them (if necessary) and convert them to Invoices. 

Colour coding also makes it easier to identify the category of the event, when displayed in the Calendar. 

In addition to these events you can also manage and view: 

Tasks - Manage (add, edit or delete) tasks (for example, do the bank reconciliation, print debtor statements, print creditor remittance advises, etc.) 

Contacts - Find a contact by clicking on the alphabetical keys and manage (add, edit or delete) contacts in addition to the Edit → Contacts menu, and Edit → Delete → Contacts menu. 

Clock - View an analog clock and the number of loaded events (appointments), contacts and tasks. 

Print - Edit and load print formats, print preview and printing of the Calendar. 

Access and views of the Calendar 

The Calendar is (by default) not displayed when you open a Set of Books. You may set the option to launch the Calendar, by default, when opening a Set of Books in the Setup → Preferences → System parameters menu.

To access the Calendar: 

1.Click on the Calendar button on the Sidebar. Alternatively, click on the Input → Calendar menu. 
TurboCASH4 Calendar / Planner

2.The Display listing three (3) icons will be displayed. You may click on the following icons to change or display the view of the Calendar:

a)Agenda - This is the default view of the Planner (Calendar). It displays the following three sections:

i)Day view - This displays the selected day in time intervals of one hour each. If any events, or appointments, have been scheduled for the selected date, they will be displayed. 

You can also use the slider to view up to a week (seven days) at a time. 

ii)Calendar by month - displays the dates for the selected month. The selected day will be displayed in a red font colour. 

If any events, or appointments, have been scheduled for any dates within the selected month, the day will be underlined and displayed in a bold font style. 

b)Tasks - Lists all tasks, if any. Displays the tasks in the full viewable area.

c)Contacts - Lists all the contacts created in the Set of Books alphabetically. You may find and filter contacts by clicking on alphabetical character buttons. 

You may also manage (add, edit or delete ) contacts in addition to the Edit → Contacts menu, and Edit → Delete → Contacts menu. 

3.You may click on the following buttons:

a)Clock - View an analog clock, and the number of loaded events (appointments), contacts and tasks.

b)Print - Edit and load print formats, print preview and printing of the Calendar.