Inform Direct Support

You can tailor the time frame for when the filing due dates colour coding changes on your portfolio screen. 

There are default settings on your account to help with identifying filings which are due in the near future. For example,14 days before your accounts due date the field changes from green to amber, then 7 days before the due date from amber to red. 

1. To amend the days prior to the event which the colours change, go to Your Profile and select Change settings.

2. A list of the different fields which can appear on your portfolio screen and Dashboard Key dates section will be provided. 

The fields allow you to set your preference of when they change from green to amber and amber to red. 

Note: To add dates to these fields so they can be used on the portfolio and key dates sections. How do I change the portfolio screen settings & fields

3. Click Save to confirm the changes, these will immediately update your Portfolio screen and Key dates.

Note: Amendments to the colour coding of the dates are only available to subscribers to the software. What are the benefits of subscribing to Inform Direct?