Dispatch

Dispatch is Kraal's follow-up layer for client accounting work. It helps surface urgent alerts, approval needs, overdue client requests, close blockers, and recurring reminders so important work does not get buried.

You do not need to think in terms of system rules to use Dispatch. Start with the work that needs attention, then adjust monitoring or reminders only when you need to.

How Dispatch Works

Dispatch watches for accounting situations that need a person, a reminder, or an approval. When something matters, it creates a clear item for the team to review instead of leaving the signal hidden in a report or integration log.

Examples include overdue client uploads, close blockers, failed syncs, approval requests, and recurring follow-up work.

Main Areas

Dispatch is organized around accountant outcomes:

• Today - approvals, client blockers, overdue follow-ups, and alerts that need attention now.
• Clients - a portfolio view to see which client needs focus first.
• Monitoring - common accounting checks Kraal should keep watching for.
• Reminders - recurring client follow-ups or scheduled checks.
• Guardrails - safety limits for what automation may do and what must pause for approval.

How Alerts Reach You

Dispatch items can reach you through Kraal surfaces such as Overwatch, Work Queue, Command Center, email, and mobile Dispatch when enabled for your workflow.

AI-Assisted Setup

The goal is for Kraal to help set up common Dispatch behavior instead of making accountants build every rule manually. In normal use, describe the outcome you want, such as:

• "Tell me when a client upload is overdue."
• "Watch this client for close blockers."
• "Remind me every morning about missing bank statements."
• "Pause reminders for this client this week."

Kraal keeps the technical controls behind the scenes. Advanced monitoring and guardrails remain available for teams that need precise control.

Safety

Dispatch is designed to surface and route work, not silently take high-risk accounting actions. Important actions can be held for approval based on your organization's guardrails.

Mobile Access

Dispatch can be added to your phone home screen for faster access to urgent alerts and follow-ups. See Dispatch Mobile App Setup for install steps.

When to Use Dispatch

Use Dispatch when:

• You want to see what needs attention today.
• You need client follow-up reminders.
• You want Kraal to watch common accounting risks.
• You need approval-safe automation instead of unmanaged alerts.

Use Overwatch when you want the broader operating view across the firm. Use Work Queue when you are executing prioritized work. Use Dispatch when you want the follow-up and alert layer.