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Client Action Items

Action Items is the Notifications inbox of the DayZero client portal (the /client shell) — the single place a firm's clients see everything that needs their attention. Firm staff get the same inbox via Client View. It pulls together system alerts, AP approval prompts, transaction anomalies, bank reauthorization warnings, month-end reminders, and firm-sent items into one feed clients can triage rather than chasing across email.

Key capabilities

  • Unified Notifications inbox surfacing items across every business the client belongs to
  • A condensed Action Items card on the Dashboard showing the top warning/urgent items
  • Sidebar Notifications entry with a live open-count badge
  • Scope switch — Me / Business / Firm — to slice the audience
  • Status tabs — Open / Snoozed / Done — instead of a tangle of read/unread filters
  • Severity chips (Info, Warning, Urgent) and Topic chips with live counts
  • Per-item actions: Pin, Snooze (1h, 4h, tomorrow 9am, 1 week), Resolve, Dismiss
  • Deep-link action button that jumps straight to the screen the item is about
  • "Mark all seen" for fast triage of the Open tab
  • Notification preferences (email + in-app per topic) in client Settings

How it works

Notifications are generated as events happen — a bill needs approval, a Plaid connection needs reauth, an anomaly is detected, the firm sends an ask. The inbox lists them filtered by scope, status, severity, and topic; acting on one (resolve, snooze, dismiss, or follow its link) moves it out of the Open tab.

flowchart TD
  events["Events: alerts, AP approvals, anomalies, plaid, month-end, firm asks"] --> inbox["Notifications inbox"]
  inbox --> filter["Filter: scope / 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 open-count 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. Use the Scope switch (Me / Business / Firm) to choose which items to see.
  3. Stay on the Open tab to work outstanding items; check Snoozed and Done for the rest.
  4. Narrow with Severity and Topic chips — counts show how many items each topic has.
  5. Open an item and use its action button to jump to the related screen, or Resolve, Snooze, Pin, or Dismiss it.
  6. Click Mark all seen to clear the unread state across the Open tab.
  7. Tune which items reach you (and by email vs. in-app) under client Settings → Notifications.

Pro tips

  • Firm-side: the inbox is only as useful as the events feeding it — keep AP 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 is your friend — push a non-urgent item to "Tomorrow 9am" instead of letting it clutter the Open tab.
  • Client-side: Pin the items you're actively working so they stay at the top of the Open tab.
  • Client-side: if you're missing alerts (or getting too many), adjust per-topic email/in-app 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 navigate you elsewhere.

Action Effect
Resolve Moves the item to Done
Dismiss Archives the item
Snooze Hides it until the chosen time, then it reopens
Pin Keeps it at the top of the Open tab
Mark all seen Clears unread styling across Open
Action button Opens the related screen (transactions, bills, integrations, …)

Status tabs

Tab Contains
Open New and seen items still needing attention (pinned first)
Snoozed Items hidden until their wake time
Done Resolved and dismissed items

Topics and severity

Every item is tagged so you can slice the feed:

  • Topic: billing, AP approval, anomaly, Plaid, month-end, ledger, notes, email ingest, reconciliation, or manual.
  • Severity: Info, Warning, or Urgent — Warning and Urgent items get a colored left border in the list.
  • Topic chips: only appear when they have a count.
  • Firm scope: restricted to firm staff by the platform, so clients effectively work the Me and Business scopes.

Relationship to the Dashboard and ask queues

  • Dashboard card: the Action Items card is a preview — it shows the top warning/urgent notifications plus AI quick insights and links into this inbox.
  • Ask queues: specific firm asks live in their own dedicated queues — Questions (transaction clarifications) and Document Requests, each with its own sidebar badge — but they also generate notifications so nothing slips by.

Notifications preferences

  • Per-topic, two channels: client Settings → Notifications controls delivery across email and in-app, covering Messages, Reports, Alerts, Action Items, and Transaction Anomalies.
  • Turning a channel off stops that delivery without affecting the in-app inbox contents the client can still browse.

Edge cases

  • No business selected (Business scope): the page prompts the client to pick a business.
  • Empty feed: the inbox shows "You're all caught up."
  • Live items: some entries are computed live (tagged "Live") and can't be pinned or snoozed; resolve or dismiss applies to stored notifications.