Dispatch System

Dispatch is Kraal's automated monitoring, alerting, and action-routing system. It watches your accounting data for events that need attention, applies the policies you define, and delivers alerts and recommended actions directly to you — so nothing falls through the cracks.

Currently, Dispatch operates as a backend service with notifications delivered via email and the Command Center. A dedicated Dispatch UI is under development.

How Dispatch Works

Dispatch continuously monitors your accounting data for events that match your configured policies. When a match is found, it triggers the action you defined — sending a notification, escalating to a team member, or automatically creating a task for review.

You stay informed without having to manually check every account or client.

How Alerts Reach You

When Dispatch detects something, you are notified through two channels:

• Email digests — summary emails delivered on your preferred schedule (immediate, daily, or weekly)
• Command Center — alerts appear directly in your task feed, ready for you to review and act on

Policies

Policies are the rules that tell Dispatch what to watch for and how to respond. Each policy defines:

• What to monitor — for example, transactions above a dollar threshold, reconciliation variances beyond a tolerance, missing journal entries, or overdue close tasks
• What action to take — notify you, escalate to another team member, or auto-create a task in the Command Center

You can create multiple policies tailored to different clients or accounting scenarios.

Watchlists

Watchlists let you configure exactly which items Dispatch keeps an eye on:

• Clients — monitor specific clients or all clients in your portfolio
• Accounts — watch particular bank accounts, expense categories, or balance sheet lines
• Transaction patterns — flag unusual amounts, duplicate entries, or transactions from specific vendors

Watchlists keep Dispatch focused on what matters most to your practice.

Schedules

Control when Dispatch runs its automated checks:

• Daily — reconciliation checks, missing entry scans, bank feed sync verification
• Weekly — variance analysis, aged receivables review, cash flow summaries
• Monthly — close readiness assessments, period-end checklist verification

You can customize schedules per client or apply them across your entire portfolio.

Thread Context

When a Dispatch alert fires, it does not just tell you something happened — it creates a thread with full context:

• The triggering event and why it matched your policy
• Related data so you can assess the situation immediately
• Recommended actions to resolve the issue

This means you can go from alert to action without switching between screens or hunting for information.

Integration with Command Center

Dispatch-triggered tasks flow directly into your Command Center task feed. They appear alongside your other work items, prioritized and ready for action. You can review the alert context, take the recommended action, or reassign the task — all from one place.

Coming Soon

A dedicated Dispatch UI is in development, which will include:

• Dispatch Inbox — a centralized view of all alerts and their status
• Policy Builder — a visual editor for creating and managing monitoring rules
• Schedule Manager — a calendar-based interface for configuring automated check timing

Stay tuned for updates as these features roll out.