This article is for Accountants and Bookkeepers managing their Clients using Veryfi's Client Command Center. A One Secure Vault for all your Client’s Bookkeeping needs.
Below is a screenshot of my clients (demos in this instance).
Notice that one of them is showing a bell with the red circle number 3 above it?
This is telling you that ACME Company has 3 actionable tasks this month. This is what we refer to as the "ToDo Bell Notification" (more on that below).
ToDo Bell Notification
ToDo bell notifications help you close your client books faster and accelerate your bookkeeping tasks by surfacing this month’s actions. ie. todos. A full article on todo bell notifications is found here https://www.veryfi.com/howto/todo-bell-notifications/
When you MANAGE this client, in the header you will see a ringing bell. When clicked, it will expand to detail the exact todos (as shown below). Once you clear (action) those todos, the bell will stop shaking inside the client account and inside your Client Portal the bell will disappear until the next todo.
Other Related Articles that might be helpful:
Have more questions or suggestions? Please let us know on firstname.lastname@example.org