This screen allows you to customise the text used by the Minutes Wizards and also to set up your own date descriptions and parameters for when these dates are shown as "overdue".

From the Company List screen select Preference->Subscription Details/Preferences and then select the User Defined Text tab.  From this tab you may select the required Minutes Text tab and amend the wording or select the Dates Descriptions tab to customise 10 date user defined dates.

User Defined Dates

From this tab you can edit the description and heading text of 10 user defined dates.

Description field is the full description of the date field (up to 30 characters) - eg. Date last Corp.Tax Return.

Heading field is an abbreviated description of the date (up to 14 characters) which is used in column headings where there is insufficient space for the full description - eg. Last C.T. Ret.

No. Days until "overdue" is the number of days ago (compared with today's date) that a date is shown in Red as "overdue".  For example, a figure of 365 would mean that a date which was more than 365 days prior to today's date would be shown as overdue.

If you would like a date to be considered as overdue if the date has not yet been reached, but is within a certain number of days of today, then simply use a negative number.  For example, a figure of -30 (minus sign followed by 30) would mean that a future date which is within 30 days from now, and also any past date, would be shown as overdue.