Appearance
Your Daily Workflow
A morning that starts from the firm, opens one client, and clears what is waiting. The door-by-door tour is Your first hour.
Morning
- Open Portfolio. It shows which clients need the firm. Click a client's name to open that client's Home. Fix backlog goes to that client's overdue close.
- On Home, read Needs you and the four tiles: Cash, AR overdue, AP overdue, and Ran auto today. The overdue tiles are aging, as of today. Ran auto today is what Kraal did on its own, each with a receipt. See all in Inbox opens the rest of what needs you.
- Open Inbox for the firm. The tabs are Needs you, Waiting on client, and Done. Needs you splits into Signatures and Reviews. Open a row, read the evidence beside the list, and take the action it names.
- A period lock is signed under Signatures. Ask Kraal does not lock a period, and it does not post from the chat. A draft it prepared is a row in the Inbox.
Through the day
Open Close when the job is the period, and Books when the job is an entry, a bill, a file, or a report. Upload & process is the Books row for files. Reports stay quiet until you press Run report.
Refresh reloads the Inbox. There is no sweep button on that page. What Kraal ran on its own shows on Home as Ran auto today, and in Receipts.
End of the day
Return to Portfolio. Confirm the clients that still need you, and that anything you signed has left Needs you.