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What is the To-Do dashboard?

R
Written by Rob Owen
Updated this week

The To-Do dashboard highlights those payments and tasks that require your attention the most.

Under the To-Do dashboard, you will be able to:

  • Create a to-do task (find out how to create a task here), and

  • Review the "unreconciled" and "overdue" payments.

    • "unreconciled" payments are payments that we've not yet been able to reconcile.

    • "overdue" payments are payments that have been in progress for 14 days or more.

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