Today collects the items that need a person: transactions to review, documents to confirm, approvals waiting, reconciliation exceptions and close blockers. Every item opens the original workflow; nothing is decided for you.
Steps
- Read the counts at the top to see the size of each queue.
- Open an item to go straight to the page where it is resolved.
- Return to Today to pick the next item.
What you get
An empty or shrinking queue means the books are up to date.
Who can do this
Everyone in the organization can view this page (owner, admin, accountant, bookkeeper, manager and viewer).
If something goes wrong
- An item is still listed after I fixed it.
- Reload the page; counts are calculated from your records each time the page loads.