Operational workspace
Action Center
Every decision waiting on your team, gathered from across Varetiq so nobody has to go looking for it.
Open items
13
Critical
2
Past due
1
Dollars in play
$331.2K
All work
Assign, prioritize, snooze, or resolve without leaving this screen.
| Item | Category | Priority | Amount | Due | Assigned to | Actions | |
|---|---|---|---|---|---|---|---|
7 invoices are past due $44,180 outstanding. Oldest is 63 days past due (Lakeside Grocers). | Past Due | Critical | $44,180 | Aug 18, 2026 6 days late | Renee Alcott | ||
Payroll for Aug 16–31 is due in 3 days Estimated funding of $96,240 must be available by Aug 27. | Payroll | Critical | $96,240 | Aug 27, 2026 in 3 days | Priya Raman | ||
4 bills waiting on your approval Total $38,420 across Cascade Packaging, Meridian Freight and 2 others. | Needs Approval | High | $38,420 | Aug 27, 2026 in 3 days | Dana Whitfield | ||
126 transactions are unreconciled First National Operating — July statement not yet finished. | Reconciliation | High | — | Aug 31, 2026 in 7 days | Marcus Bell | ||
Possible duplicate payment detected Two $6,480 payments to Cascade Packaging Co. within 48 hours. | Vendor Issues | High | $6,480 | No date | Dana Whitfield | ||
Sign-in from an unrecognized device Chrome on Windows, Boise ID — August 22 at 6:12 PM. | Security | High | — | No date | Dana Whitfield | ||
Quarterly sales tax filing approaching Washington State — $18,940 estimated, due September 20. | Compliance | Medium | $18,940 | Sep 20, 2026 in 27 days | Dana Whitfield | ||
3 vendors are missing a W-9 Required before you can issue 1099s in January. | Documents Missing | Medium | — | No date | Marcus Bell | ||
Recurring invoice paused after a failed send Monthly wholesale invoice for Rivermouth Café did not deliver. | Automation Exceptions | Medium | — | No date | Renee Alcott | ||
14 bank transactions need a category Varetiq suggested categories for 11 of them. | Needs Review | Medium | — | No date | Marcus Bell | ||
Equipment loan payment due soon Meridian Capital — $4,820 scheduled for September 1. | Due Soon | Medium | $4,820 | Sep 1, 2026 in 8 days | Dana Whitfield | ||
Customer credit balance sitting unapplied Harbor & Co. has a $2,150 credit older than 60 days. | Customer Issues | Low | $2,150 | No date | Renee Alcott | ||
Consider moving idle cash to reserve $120,000 has stayed above your operating threshold for 60 days. | Suggestions | Low | $120,000 | No date | Unassigned |