The Finance Calendar puts your important finance dates on a month grid: invoices and bills falling due, quotes expiring, payments, VAT period ends, fiscal-year boundaries, recurring runs, project task deadlines and asset maintenance. Use it to plan collections and payments and to spot anything overdue. It is read-only. You open documents from it, but you don't edit them here.
Where to find it
- Dashboard → Calendar Overview.
- The calendar icon in the top bar opens an Upcoming list of the next due dates. Use Full page to open the full calendar.
- URL:
/calendar(add?month=2026-10to open a specific month).
The page title is Finance Calendar: "Important finance dates, due items, recurring runs, tax periods, and project deadlines".
What appears on the calendar
| Event | Date used | Category (color) | Included when |
|---|---|---|---|
| Invoice due | Invoice due date | Receivables (green) | Status is not paid, void or cancelled |
| Bill due | Bill due date | Payables (red) | Status is not paid, void or cancelled |
| Quote expires | Quote expiry date | Sales (amber) | Not accepted, approved, converted or cancelled |
| Payment received / Payment made | Payment date | Payments | All payments in the month |
| VAT period ends | VAT return period end | Tax (orange) | VAT return periods |
| Fiscal year starts / Fiscal year ends | Start/end of each fiscal year | Periods | Your fiscal years |
| Recurring run | Next run dates of active recurring templates (invoice, sales receipt, bill, expense, journal) | Recurring | Active templates |
| Project task due | Task due date | Projects | Tasks not done, completed, closed or archived |
| Asset maintenance | Next maintenance due date | Assets | Fixed-asset maintenance schedules |
The legend above the grid shows the categories: Receivables, Payables, Sales, Payments, Tax, Periods, Recurring, Projects, Assets.
Use the calendar
Move between months
- Use the Previous month / Next month arrows in the calendar header.
- Today's date is highlighted in blue.
The grid runs Monday to Sunday and includes the days from neighbouring months that complete the first and last weeks.
See a day's items
- Click any day ("Click any day for details").
- A dialog lists every item on that day: title, party, amount and currency, status (Draft, Posted, Paid, Partial, Overdue, Scheduled and so on).
- Click an item to open its document. Payments open the Payments list.
An empty day shows: "No finance activity — There are no due dates, payments, tax periods, recurring runs, project deadlines, or asset reminders on this day."
Stats and side lists
| Card / list | Counts |
|---|---|
| Due today | Items dated today |
| Overdue | Due items (invoices, bills, quotes) dated before today |
| This month | All items in the displayed month |
| Next 14 days | Items from today to 14 days ahead |
| Overdue attention | Up to 10 overdue items ("No overdue finance dates in this view." if none) |
| Next important dates | Up to 12 items in the next 14 days ("Nothing urgent in the next 14 days." if none) |
Worked example
Al Noor Trading LLC opens October 2026:
- 15 Oct: Invoice due INV-00042, Gulf Retail LLC, AED 10,500.
- 20 Oct: Bill due BILL-00017, Emirates Packaging, AED 4,200.
- 31 Oct: VAT period ends (Quarterly).
- 1 Nov: Recurring run, monthly rent bill.
On 16 October, INV-00042 is still unpaid. It counts in Overdue and shows under Overdue attention.
Rules and limits
- Only your active organization's data is shown.
- Each category is capped per month view (for example 150 invoices and 150 bills) to keep the page fast. Use the list pages for complete lists.
- If an optional module isn't available (for example projects or fixed assets), the rest of the calendar still loads.
- There is no week view and no per-category filter. The category chips are a legend only.