How to Manage ToDo Notifications

Check out this video on ToDo Notifications

Updated over a week ago

ToDo notifications help you close your books faster and accelerate your business bookkeeping tasks by surfacing this month’s actions (todos) related to your account.

The list of notifications shows you what the Veryfi AI missed and requires your input to correct it. Corrections inside the Veryfi products are fed back into the Veryfi AI to train the models that do all the machine calculations on how to treat and label data.

Type of Notifications you will see:
(a) Duplicate Document
(b) UnViewed Documents (the ones in bold highlight)
(c) UnViewed Reports (the ones in bold highlight)
(d) Missing Category on Document
(e) Missing Payment on Document
(f) Missing Vendor on Document
(g) QuickBooks: Error with your QuickBooks Connection
(h) QuickBooks: Payments Not Mapped
(i) Xero: Error with your Xero Connection
(j) Xero: Payments Not Mapped
(k) Bank Transactions Not Processed

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