My Tasks

This widget provides access to the actionable items that are reviewed and performed by the Cash Manager.

• Transactions Needing Action

  This tile shows the number of Cash Ledger Transactions in Unreleased or Pending Approval status that are over 7 days old.

  With a single click on the tile, the Cash Manager can navigate to the corresponding FSM screen to release or submit the Unreleased records for approval, and approve or reject the Pending Approval records.

• Payments Needing Action

  This tile shows the number of Payment Transactions in Unreleased or Pending Approval status that are over 7 days old.

  With a single click on the tile, the Cash Manager can navigate to the corresponding FSM screen to release or submit the Unreleased records for approval, and approve or reject the Pending Approval records.

• Transactions Import Errors

  This tile displays the count of transaction interfaces with an import status of Error.

  With a single click on the tile, the Cash Manager can navigate to the corresponding FSM screen to review the error messages and take appropriate action.

• Payment Import Errors

  This tile displays the count of payment interface transactions with an import status of Error.

  With a single click on the tile, the Cash Manager can navigate to the corresponding FSM screen to review the error messages and take appropriate action.