What does "items need attention" mean?

Created by Andrew Marcus, Modified on Mon, 3 Aug at 3:10 PM by Andrew Marcus

That banner counts documents waiting for someone to act. It is a to-do list drawn from your live data rather than a warning that something is broken.

It includes invoices past their due date, documents awaiting approval, purchase orders not yet received, and stock below reorder level.

Click Review to jump to the action pipelines further down the dashboard, where the same items are grouped by what needs doing. Clearing an item there removes it from the count.

A large number on a new account usually means historical documents were imported with open statuses. Work through them once and the count settles.

Try it in the live demo: Open the dashboard

Still stuck? Start a chat.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article