Answer
Open Cheque Calendar to review due dates visually, then jump into Cheque Management or reports if a cheque needs operational follow-up.
Before you start
- Know whether you are checking upcoming due dates, overdue items or all cheque activity.
- Keep the right time window in mind before reading the calendar.
- Be ready to open the full cheque record if one item needs action.
Step-by-step guide
- Open Cheque Calendar and review the visible due dates for the period you care about.
- Identify any cheque that needs immediate follow-up, deposit or status change.
- Open the detailed record in Cheque Management or reports for the cheque you want to inspect further.
- Update the next action outside the calendar only after confirming the full record details.
How to confirm it worked
- The calendar period matches the planning window you intended to review.
- Upcoming and overdue cheques are easy to identify from the view.
- Each cheque requiring action can be opened in its full record.
Common mistakes
- Looking at the wrong date window and missing a due cheque.
- Treating the calendar as the final record without opening cheque details.
- Leaving returned or changed-status cheques unupdated in management.
Do this in Cellivo
Open the live Cellivo screen in the next tab while keeping this answer open here.