TODOs are actionable notifications within Bankwards.
A TODO is always triggered by an event within Bankwards, known as a source action, and can only be removed with a resolution action.
TODOs are always related to an entity within Bankwards (Bill, Invoice, Transaction, Payment).
| Source Entity | Source Action | Resolution Action |
|---|---|---|
| New unused transaction | Transaction enters the system from external source | Transaction is used as a payment (partially or fully) |
| New unused transaction | Transaction enters the system from external source | Transaction is marked as misc. |
| New unused transaction | Transaction enters the system from external source | Transaction is converted to a prepayment |
| Overdue Invoice | Invoice becomes overdue (past due date) | Invoice is closed/paid |
| Overdue Bill | Bill becomes overdue (past due date) | Bill is closed/paid |
| Any entity (bill, invoice, payment) | New comment is added | Thread containing comment is resolved |
| Any entity (bill, invoice, payment) | Failure to sync to acumatica | The issue is resolved manually on the Acumatica backend |