Client Action Items

Client Action Items is the portal Notifications inbox: approvals, anomalies, bank reconnects, and firm asks in one feed for the business you are viewing. Filter by status, severity, and topic, then Snooze, Pin, Resolve, or Dismiss each item.

Key capabilities

• Notifications inbox limited to the business you are viewing ("Alerts and action items for this company only")
• A condensed Action Items card on the Dashboard showing the top warning and urgent items
• Sidebar Notifications entry with an unread-count badge for the active business
• Status tabs: Open, Snoozed, and Done
• Severity chips (Info, Warning, Urgent) and Topic chips with live counts
• Per-item actions: Pin, Snooze (1 hour, 4 hours, Tomorrow 9am, 1 week), Resolve, and Dismiss
• An action button on each item that jumps straight to the screen it is about
• Mark all seen for fast triage of the Open tab, and Dismiss all anomalies when anomaly items are open
• Separate Questions queue for transaction questions from your advisor, with receipt upload
• Delivery preferences per topic (in-app and email) under client Settings

How it works

Notifications are created as events happen: a bill needs approval, a bank connection needs reauthorization, an anomaly is detected, or the firm sends an ask. The inbox lists them by status, severity, and topic. Acting on one (resolve, snooze, dismiss, or following its link) moves it out of the Open tab.

flowchart TD
  events["Events: alerts, bill approvals, anomalies, bank connections, month-end, firm asks"] --> inbox["Notifications inbox"]
  inbox --> filter["Filter: status / severity / topic"]
  filter --> act{"Act on item"}
  act -->|"Resolve / Dismiss"| done["Done tab"]
  act -->|"Snooze"| snoozed["Snoozed tab (wakes later)"]
  act -->|"Open link"| screen["Jump to related screen"]
  inbox --> badge["Sidebar unread badge"]

How to use it

1. Open Notifications in the portal sidebar. The Dashboard's Action Items card and its View All Action Items link land here too.
2. Stay on the Open tab to work outstanding items; check Snoozed and Done for the rest.
3. Narrow the list with Severity and Topic chips. Topic chips only appear when they have items, with a count.
4. Select an item to read it, then use its action button to jump to the related screen, or use the Resolve, Snooze, Pin and Dismiss icons.
5. Click Mark all seen to clear the unread state across the Open tab.
6. Open Questions to answer your advisor's transaction questions, and Document Requests for files they need.
7. Tune which topics reach you, and by email or in-app, under Settings.

Pro tips

• Firm-side: the inbox is only as useful as the events feeding it. Keep bill approvals, anomaly detection, and bank connections healthy so the right items surface.
• Firm-side: prefer the tracked ask channels (Questions and Document Requests) for specific to-dos; they have their own queues and badges and notify the client automatically.
• Client-side: Snooze a non-urgent item to "Tomorrow 9am" instead of letting it clutter the Open tab.
• Client-side: Pin the items you are actively working so they stay at the top of the list.
• Client-side: if you are missing alerts or getting too many, adjust the per-topic toggles in Settings -> Notifications.

In-depth guide

What the client can see vs. do

The inbox is interactive but never edits the books. Actions only change a notification's own state or take you to another screen.

Status tabs

Topics and severity

• Topics are Billing, AP Approval, Anomaly, Bank Connection, Month-End, Ledger, Notes, Email Inbox, Reconciliation, Proposed Changes, Close Run, Approval Rounds and Other.
• Severity is Info, Warning, or Urgent. Warning and Urgent items get a colored left border in the list.
• Live items are computed from current data. They cannot be pinned, snoozed, or marked seen; dismiss them to clear.

Questions and receipts

• Questions shows transaction questions from your advisor on Open and Answered tabs, with a sidebar badge counting open ones. Type an answer or tap a suggested reply.
• Every question has an Attach receipt button. Snap a photo or pick a PDF or image right on the question; it goes straight onto that transaction in the books, and the file alone counts as your answer.
• While a receipt is still outstanding you get reminders on the schedule your firm sets.
• Answering and attaching receipts work with a view-only portal account.

Relationship to the Dashboard

The Dashboard card is a preview: it shows up to four warning or urgent notifications plus up to two AI insights, and links here. Specific firm asks also create notifications so nothing slips by.

Edge cases

• No business selected: the page prompts you to pick a business.
• Empty feed: the inbox shows "You're all caught up."
• No matches: with filters on, the list says no notifications match; use Clear.