Daily Board

Daily Board is your morning starting point. It is built to answer three questions, in order: is my portfolio okay, what needs me, and what did Kraal finish on its own.

The close pulse strip

The board leads with a strip of tiles summarizing close health across your portfolio. Each tile headlines a short label — Blocked periods, Overdue periods, Waiting periods — with the full description visible on the tile itself (for example, "Close periods with a blocker"). Alongside the close tiles you'll see Decisions and Documents counts, and a quieter group for what's on track and what was handled overnight.

Three things to know about these numbers:

• Every tile names its unit of count — close periods, close units (a client-entity pair), or clients. Different tiles overlap by design, so they are not meant to be added together.
• A tile that has no data shows a dash, never a zero. A dash means "not measured," not "all clear."
• Due and overdue judgments use the resolved close deadline: the period's own due date if one was set, otherwise the client's package due day, otherwise the firm default (10th business day). The board and the Close overview agree because they read the same verdict.

The exception queue

Below the pulse strip, the board lists the close units that most need attention, worst first. Each row:

• names the close period it is about, not just a due date;
• carries the blocker's ask in plain language — what to do, who owns it (you or the client), and what Kraal will do once it clears;
• offers a bulk action when several units share a cause, such as Request from all for missing statements or Open reconciliations.

The footer tells you exactly what you're seeing ("Showing worst N of M units"), and View all in Close overview hands off to the Close overview for the same period the row names.

The Kraal panel, docked

On Daily Board, the Kraal panel is docked into the page and opens onto its Today tab: one line — "N decisions waiting" — followed by cards for each decision. Each card is chipped by what you'd do (unblock, approve, review, answer), and you can group the list three ways: By what you'd do (default), Most money first, or By client.

Act directly from the card: the primary button carries the real action, Open where it lives jumps to the owning page, and Ask opens the Ask tab with that item as the subject. Actions confirm in place with a working Undo before anything is sent. Items you hand to Kraal show an in-flight strip until they finish — and if any of it fails, it comes back onto the list marked as needing you again.

The addressed state is shared with your team: when a colleague handles an item, it clears for everyone with a "Handled by …" attribution instead of silently vanishing.

At the bottom, Today states the day's tally — how much was handled by you and by Kraal — with a Receipts link into the Activity tab.

Receipts and auto-posted work

Everything Kraal posts on its own has a receipt. Use the Auto Entries item in the board's sidebar to open Auto-Posted Entries, review automation activity for the period, and undo or correct in seconds. The Kraal panel's Activity tab shows what was handled across your clients in the recent window.

Scope

Daily Board shows work across all your clients by default. Use the scope control to focus on a single client when you need to; the docked Kraal panel follows the board's scope.

What to do next

1. Work the decisions in Today. Approve, unblock, review, or answer — each card carries its real action.
2. Scan the exception queue. Clear the blocker asks you own; send the client-owned ones with the bulk request actions.
3. Open Work List when you want the full grouped inventory behind the board.
4. Spot-check a receipt in Auto-Posted Entries while you are building trust.

Related

• Daily Rhythm for a CPA Firm: the full morning, processing, and end-of-day checklists
• Your Daily Workflow
• Autonomy and Safety: what posts on its own and what always asks