If you’re a business owner, accountant, or finance manager, you already know how quickly the day can slip away. Between balancing books, sending invoices, following up on payments, and meeting tax deadlines, there’s always something demanding your attention.

And sometimes, the smallest thing — a missed follow-up or a forgotten due date — can turn into a major headache.

That’s exactly why we built our newest feature: Notes & Reminders — a simple yet powerful way to keep yourself and your team organized, informed, and always on time.

💡 Why We Built Notes & Reminders

We listened to hundreds of our users — accountants, business owners, and finance professionals — and noticed one common challenge:

“I wish I had a quick way to jot down notes, track deadlines, and remind my team about important things — all in one place.”

You asked, and we delivered.

Notes & Reminders is designed to fit naturally into your daily workflow. It doesn’t feel like another “task tool” — it feels like a helpful assistant living inside your accounting dashboard, quietly making sure nothing slips through the cracks.

⚙️ What You Can Do with Notes & Reminders

Here’s what makes this feature truly special:

🧭 1. Notifications That Actually Matter

Your reminders appear right at the header, so you see them the moment you log in.
No more hunting through menus or forgetting about a task — it’s right there, front and center.

🔒 2. Keep It Private — or Share It with Your Team

Sometimes you want to note something personal (“Call bank about loan renewal”), and sometimes you need the whole team to know (“TDS return due this Friday!”).

You can now create:

• Private Notes — visible only to you.

• Public Notes — shared with your team instantly.

Collaboration has never been this smooth.

⏰ 3. Snooze for Hours or Days

We all have those days when you’re deep in work and just need a nudge later.
With one click, you can snooze a reminder for a few hours or even a few days — and it’ll come back at the right time.

📌 4. Pin Important Notes to the Notification Board

Have a note you can’t afford to miss? Just pin it.
Pinned notes stay at the top of your notification board, so they’re always in view — until you mark them done.

It’s like sticking a post-it note on your desk, but smarter.

🗂️ 5. Clean, Beautiful Interface — Just Like a To-Do List

We’ve made Notes & Reminders feel light, fast, and intuitive.
Add a note in seconds, mark it complete, or archive it once done.
No clutter. No learning curve. Just pure productivity.

It’s everything you love about to-do lists — right inside your accounting software.

🌍 6. Shared Highlights — Keep the Whole Team in Sync

When you pin a public note, it doesn’t just stay on your board — it becomes a moving highlight text on the header, visible to everyone on your team.

This is perfect for:

• Announcements (“VAT return due this week!”)

• Deadlines (“Payroll submission tomorrow”)

• Team motivation (“Let’s finish strong this quarter 💪”)

And yes, it also appears in each member’s notification panel — so no one ever misses a thing.

🔁 7. Set Recurring Deadlines — Never Forget Again

We get it — tax and compliance work is repetitive.
So we’ve added recurring reminders that you can set to repeat weekly, monthly, or on a custom schedule.

For example:

• VAT return reminder every month

• TDS filing every week

• Salary processing every 30 days

You set it once, and the system will take care of the rest.

💰 8. Track Post-Dated Cheques and Due Dates

If your business deals with post-dated cheques, you know how tricky it can be to track them.
With Notes & Reminders, you can record each cheque’s due date and get a reminder when it’s nearing.

No more flipping through ledgers or forgetting about incoming payments. Everything’s organized and automated.

🧩 Real-World Use Cases

Here’s how accountants and business owners are already using this feature:

• 🧾 Accountants: “I set reminders for client filing dates and recurring VAT tasks — it saves me hours every month.”

• 💼 Business Owners: “I use public notes to remind my team about daily priorities and payment schedules.”

• 🏦 Finance Teams: “We pin important updates — like government deadlines — to the moving highlight so the whole team sees it.”

• 💬 Small Businesses: “It’s our internal task board now. Simple, quick, and visible to everyone.”

🪄 Getting Started in 6 Simple Steps

• [ ] Click the Notes Icon at the top of your dashboard.
• [ ] Add a New Note or Reminder.
• [ ] Choose whether it’s Private or Public (Shared).
• [ ] (Optional) Set a Due Date or Recurring Schedule.
• [ ] Pin or Snooze as needed.
• [ ] Mark it Archived when done — and enjoy the satisfaction of a clear board.

In just a few clicks, you’ll have your personal productivity system right inside your accounting platform.

💬 Why You’ll Love It

✅ You’ll never forget a deadline again.
✅ Your team will always be in sync.
✅ Your workspace stays clean, organized, and motivating.
✅ And you’ll feel that small but real sense of control every day — knowing that your system has your back.

🚀 Ready to Try It?

The Notes & Reminders feature is live for all users starting today.
Just log in to your dashboard and look for the 📝 Notes icon at the header.

Set your first reminder — maybe a note for your next VAT filing — and experience how effortless staying organized can be.

🧭 Pro Tip

Combine Notes & Reminders with your accounting reports or daily summaries. Add notes for client follow-ups, mark cheque dues, or highlight key deadlines for your team — all without leaving the software.