To Do List

Your To Do list gives you an at a glance view of any items needing attention, as well as any tasks available to complete.


Your To Do list is separated into 2 sections:

Needs Attention

  • Returned checks
  • Failed ePayments, Payables and Receivables
  • Review uncashed checks older than 20 days
  • Records to fix if a user who is listed as an approver on bills is deleted
  • Pending bank accounts setup
  • Fix sync errors
  • Fix denied bills
  • Fix Bill approval policy violations
  • Fix vendor credit policy exceptions
  • Fix credit card setup
  • Returned AR ACH
  • Provide Purpose of Use

Tasks

  • Process inbox documents
  • Pay overdue bills
  • Pay ready to be paid bills
  • Pay bills due in 7 days
  • Confirm X electronic vendors
  • Approve bills
  • Approve Payments
  • Track invoices (AR) overdue
  • Invoice(s) overdue
  • Track invoices due in 7 days
  • Invoice(s) due in the next 7 days
  • Complete bank account setup
  • Set a valid physical address
  • Set up accounting preferences
  • Setup your bank account to receive online payments
  • Additional security setup
  • Network Invites
  • Invite(s) awaiting your response

Email notifications

We send you To do list email notifications to let you know there are some things you need to take care of in your account. Notifications are started at 2:00 AM PT, and it takes a few hours to process all the daily email notifications that are sent each day. The email notification processing typically completes by 5:00 AM PT.

The timing of email notification distribution may be impacted by your email service.


Things to know

  • Control the frequency of your To Do list emails, or turn them off completely, by setting your email preferences and notifications
  • You can toggle the To Do list to automatically expand when you login, or be hidden unless you click the icon.
    • click X to close the to do list manually
  • The specific tasks on the To Do list will depend upon the roles and permissions of each user