Hi @cda
You can import a trial balance, this will give you a trial balance as of a certain date. For more information about importing a trial balance from Sage, please check out the following link: Importing a Sage Trial Balance
This won’t affect the VAT returns as they only take into account invoices and payments (depending on whether you are set up for Cash based or Accrual based accounting for VAT)
Unfortunately there is no way of doing reminders, apart from Overdue Reminders.
If you are batch invoicing, you can tag these payments by selecting “Pay down multiple invoices or assign to a client (or supplier) account”
I hope this helps, but if you need any further information please don’t hesitate to ask.