The Action Center is where work that depends on you collects. If it is empty, nothing is waiting on you.
What shows up
- Service tasks from the team, such as questions to answer or information to provide.
- Documents Institution is waiting for.
- Formation information still needed.
- Compliance items and tax obligations with a due date.
- Month-end close blockers and bookkeeping review items.
- Reconciliation items, such as a statement that is not balanced yet.
- Receivables that are overdue, and payables due soon.
Use the filters to look at one kind of work at a time. A message such as No current records match this Action Center filter means that view is clear, not that the whole list is.
How it fits with the rest of the workspace
Each item links to the page where you can act on it. Clearing it there removes it from the Action Center. You can change how far ahead the Action Center looks for tax and compliance due dates in Settings, under dashboard preferences.
Was this article helpful?
Tell us whether this answered the question you came with.