What are tasks?

The Tasks tracks actions that need to be completed in order to make relationships and payments operate smoothly.

The portal's Tasks section lists actions that need to be completed, such as approving vendor relationships, reviewing invoices, etc. In the navigation panel on the left side of the screen, an orange circle will appear next to the word Tasks if there is an action to complete.

Within Tasks, the Inbox tab will display actions that need to be reviewed and the Archive tab will show what has been completed within the last 30 days.

Use the location dropdown at the top left of the page to further filter the tasks.

Task Types

Within the Inbox tab, you will be able to see a task as well as its creation date and description. The different types of tasks include:

Task	Task Description	Related Articles
Adding Users	Approve users being added to the account.	How do I add or remove users?
Vendor Requests	Complete a step in the vendor relationship setup process.	How do I manage my current vendors? How do I manually add a new vendor?
Vendor Review	Add or remove vendor relationships.	How do I manage my current vendors?
Invoice Inquiries	Review responses from vendors regarding an invoice inquiry.	How do I make changes to an invoice?
Invoice Approval	Review an invoice and the total amount spent.	How do I see all of my invoices?
Add Bank Account	Approve and initiate payment verification for a bank ($1 test) after adding them to the account.	How do I add or change Bank Accounts?
Failed Filter Test	Review why an added bank account’s filter test failed.	How do I add or change Bank Accounts?
Invoice Limit Alert	Review why an invoice exceeds the set withdrawal limit for that vendor.	How do I manage Non-Regulated Payments?

How to Complete Tasks

Depending on the task, the following completion options will be available:

Dismiss, View, or Retry
- Dismissing a task will move it to the Archive tab.
- Viewing a task will redirect you to the task’s details within the corresponding section of the portal, e.g., reviewing an invoice will redirect you to Invoices > My Invoices.
- Retrying a task may be an option when a bank verification test or payment to a vendor fails.
Approve
- Approving a task will redirect you to the task’s details within the corresponding section of the portal.
- Upon approval, the task will be moved to the Archive tab. Once a task has been archived, it cannot be sent back to the inbox.

Here is an example of a user completing a task regarding a vendor relationship: