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Pete_Mc
Community Champion

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What about using the Reminders?

 

In Desktop it's in the upper right corner or under Company.  You can set up any kind of remind you want with a Date to show up.

 

In Preferences you can set how many days in advance you want something to show up.  But I leave that at 0 and actually just schedule the Reminder for when I want it to show up.  In the description I'd then put something like XYZ's insurance expires next month or expires 02/15, etc.

 

Pending how you have your desktop set up, you can have a small Reminders window open when you launch QBs or you can just go look every so often to see what's coming up.

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