On Your Radar

This widget shows alerts where your immediate action is required. This list shows the standard tiles:

  • Needing approvals
  • Past due invoices with errors
  • Past due invoices on hold

A snooze feature is available to address situations where you are uncertain about how to handle a group of records or are awaiting clarification. A default snooze time can be set in advance. When you click the snooze icon, the respective record is temporarily removed from the required actions list for the duration of the snooze period. Use the snooze list at the top of the widget to review your snoozed records. You can un-snooze records to return them to the list.