Todo
A system-generated reminder list based on business events, helping you handle items that need attention promptly, such as AI recognition issues, duplicate record detection, and new purchase order notifications.
Todo
A system-generated reminder list based on business events, helping you handle items that need attention promptly, such as AI recognition issues, duplicate record detection, and new purchase order notifications.
Quick Start
The Todo page has two tabs: Todo and Approval. The system defaults to whichever tab has pending items.
View Todos: App > bottom "Todo" > Todo tab. The list displays the various todo items that need your attention.
Handle Approvals: App > bottom "Todo" > Approval tab. Displays items awaiting your approval.
Unread Badge: The "Todo" icon in the bottom navigation shows the count of unread todos and pending approvals. The count refreshes automatically when the page comes into focus.
Todos are created automatically by the system -- you do not need to create them manually. Once you complete the related business action, the corresponding todo is also automatically marked as done.
Detailed Guide
Todo List
Entry: App > bottom "Todo" > Todo tab
The list displays your pending todo items, each showing the category, title, and time. Tap the action button to handle an item, and the todo automatically moves to Done status.
You can only see todo categories related to your permissions. For example, members without Bank Statement permissions will not see the "Upload Bank Statement" category.
Todo Categories and Handling
Need to Amend
When it appears: After a file is uploaded and AI recognition is complete, but the results need manual review and correction.
How to handle: Tap "Check" to open the corresponding document details, review and correct the AI recognition results, then save.
New Purchase Order
When it appears: A new purchase order has been received.
How to handle:
- "Create Invoice": Create an invoice directly from the purchase order
- "Reject": Enter a rejection reason; the system will email the vendor
Identify Warning
When it appears: A warning occurred during AI file recognition.
How to handle: Tap "Check" to open the corresponding document details and review the recognition results.
Upload Bank Statement
When it appears: The system reminds you to upload a bank statement.
How to handle:
- "Check": Navigate to the Bank Statements page to upload files
- "Dismiss": Mark as handled
Bank Statement Sync Notice
When it appears: The automatic bank connection has expired and needs re-authentication.
How to handle: Tap "Check" to open the bank link reconnection.
Duplicate Customers / Vendors
When it appears: The system has detected potentially duplicate customer or vendor records.
How to handle:
- "Check": Review suspected duplicates and decide whether to merge
- "Dismiss": Mark as handled without merging
Duplicate Sales / Purchase Products
When it appears: The system has detected potentially duplicate product names.
How to handle:
- "Check": Review suspected duplicates and decide whether to merge
- "Dismiss": Mark as handled without merging
Duplicate Sales Invoices
When it appears: When you upload a sales invoice and the system detects that the file or content matches an existing invoice.
How to handle:
- "Check": Open the duplicate details window to review all suspected duplicate invoices. You can delete confirmed duplicates one by one, or keep all of them
- "Dismiss": Mark as handled
When the system finds more duplicates, the previous reminder is automatically updated. When you delete a duplicate, the reminder also updates automatically. If fewer than two duplicates remain, the reminder is completed automatically.
Duplicate Vendor Bills
When it appears: When you upload a bill and the system detects that the file or content matches an existing bill.
How to handle:
- "Check": Open the duplicate details window to review all suspected duplicate bills. You can delete confirmed duplicates one by one, or keep all of them
- "Dismiss": Mark as handled
When the system finds more duplicates, the previous reminder is automatically updated. When you delete a duplicate, the reminder also updates automatically. If fewer than two duplicates remain, the reminder is completed automatically.
Duplicate Payrolls
When it appears: When you upload a payroll and the system detects that the file matches an existing payroll.
How to handle:
- "Check": Open the duplicate details window to review all suspected duplicate payrolls. You can delete confirmed duplicates one by one
- "Dismiss": Mark as handled
When the system finds more duplicates, the previous reminder is automatically updated. When you delete a duplicate, the reminder also updates automatically. If fewer than two duplicates remain, the reminder is completed automatically.
Duplicate Bank Statements
When it appears: When you upload a bank statement and the system detects that the file matches an existing statement. Each organization can have at most one pending Duplicate Bank Statements reminder at a time.
How to handle:
- "Check": Navigate to the Bank Statements page to review and handle the duplicates
- "Dismiss": Mark as handled
When the system finds more duplicates, the previous reminder is automatically updated. When you delete a duplicate, the reminder also updates automatically. If fewer than two duplicates remain, the reminder is completed automatically.
E-Invoice Reminder
When it appears: An e-invoice platform reminder.
How to handle:
- "Check": Open the e-invoice reminder details
- "Dismiss": Mark as handled
E-Invoice Reminder only appears when your company has configured the e-invoice platform.
Overdue Invoices to Follow Up / Overdue Statements to Follow Up
When it appears: An approved sales invoice or statement (SOA) is overdue by more than 7 days and payment has not been received, with no recent payment notice sent. Each organization can have at most one pending reminder of each type at a time.
You can see these two reminders on the App, but "Go to Reconciliation" and "Send Payment Notice" require a computer -- these action buttons are not available on the App.
Approval Tab
Entry: App > bottom "Todo" > Approval tab
Displays items awaiting your approval. See Approval Workflow for details.
Dismiss a Todo
Some todo categories support the "Dismiss" action. Dismissing marks the todo as done without performing any actual operation on the business data. Use this when you confirm that a todo does not need to be handled.
Categories that support Dismiss: Upload Bank Statement, Duplicate Customers, Duplicate Vendors, Duplicate Sales Products, Duplicate Purchase Products, Duplicate Sales Invoices, Duplicate Vendor Bills, Duplicate Payrolls, Duplicate Bank Statements, E-Invoice Reminder.
Common Scenarios
An "Need to Amend" todo appeared after uploading an invoice? This means the AI recognition results may not be fully accurate and need your manual review. Tap "Check" to open the corresponding document, verify that the amount, date, vendor, and other information are correct, then save. The todo will automatically be marked as done.
How do I handle a "Duplicate Customers" todo? The system detected two or more customer records that may be the same customer. Tap "Check" to confirm, then you can merge duplicate records into one. If you confirm they are not duplicates, tap "Dismiss".
How do I handle a "Duplicate Sales Invoices" or "Duplicate Vendor Bills" reminder? This means a file you uploaded may match an existing invoice or bill in the system. Tap "Check" to open the duplicate details window and review each record. If you confirm a record is a duplicate, you can delete the extra one. If none of them are duplicates, you can keep all of them or tap "Dismiss". The system will automatically update the reminder after you delete a duplicate, and will complete it when no duplicates remain.
How do I handle a "Duplicate Payrolls" or "Duplicate Bank Statements" reminder? This means a payroll or bank statement file you uploaded may match an existing record. For duplicate payrolls, tap "Check" to open the details window and delete extra records. For duplicate bank statements, tap "Check" to go to the Bank Statements page to handle the issue.
How do I handle an "Overdue Invoices to Follow Up" or "Overdue Statements to Follow Up" reminder? This means a customer's invoice or statement is more than 7 days overdue and payment has not been received. You can see this reminder on the App, but "Go to Reconciliation" and "Send Payment Notice" require a computer -- please open ccMonet on your computer to handle it.
Why can't I see certain categories? Todo categories are shown based on your permissions. If you do not have access to a certain business area, the corresponding category will not appear in your list.
Do completed todos disappear automatically? Yes. When you complete the corresponding business action (such as correcting a bill or merging duplicate customers), the todo automatically moves to Done status.
The following features require a computer: Local view tree sidebar (tree-shaped panel for filtering by category), real-time subscription (automatic refresh), handling overdue invoice/statement follow-up reminders (Go to Reconciliation, Send Payment Notice).
If you have any other questions, please contact our support team.
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