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What do the Dashboard Notifications mean?
What do the Dashboard Notifications mean?
Yzza avatar
Written by Yzza
Updated over a week ago

The Notifications section of your LessAccounting Dashboard shows you, at a quick glance, what needs to get done to get your account reconciled. We'll go through the various notifications that might show up and what you need to do for each one.

  • Past Due Invoices - shows the total number of open, past due invoices. Past due invoices are those invoices that still have a status of Open, meaning they are unpaid and are already past the set due date in the invoice. You can set a default term for your invoices in Settings > Due Dates, but you can also always manually change this every time you create an invoice.

  • Uncategorized Expenses - are transactions already imported from your financial accounts which are payments to third parties. When clicking on the Uncategorized Expenses section of your Notifications, it opens up this page where you can choose a Payee (vendor) and an Expense Category for each transaction.

  • Multi Transaction Categorization - view allows you to categorize transactions by batch in two simple steps. First, just tick the box for all the transactions that you'd like to apply one same category too, then select the category you'd like to apply. You can only apply one category to every batch, so select all similar transactions before categorizing. This helps you save time by not having to apply a category to each and every transaction, but you would still need to apply a payee to each one.

  • Possible Funds Transfers

  1. The LessAccounting system tries to guess which of your transactions are transfers from one of your financial accounts to another. This happens when let's say $100 is debited from Financial Account A, and the exact amount is then later credited to Financial Account B. This seems like money was moved OUT of Financial Account A and into Financial Account B. This transaction would then be shown on your Possible Funds Transfers page (Dashboard > Notifications > Possible Funds Transfers).

  2. Review each of the transactions tagged as transfers to verify. If you find an actual transfer, you would just then tick the box on the left side, scroll to the bottom, and click on the button that says "Make Transfers". In case the transactions are NOT actual transfers, just tick them, and at the bottom click on "Not Transfers". This can also be done by batches, you may tick several transactions at the same time as long as you are categorizing them all as either transfers or not transfers.

  3. In case we did not catch the fund transfer transaction, you can go to Transactions > + Transfer (top right) or in your bank reconciliation (Reports > Bank Statement Reconciliation > statement for the month being reconciled > Add Transfer (top right)). When using this method, be sure to delete the original deposit and expense transaction to avoid duplicates.

  • Possible Duplicates - This section of your Dashboard allows you to quickly view and troubleshoot transactions that seem to be duplicated. The LessAccounting system identifies transactions as duplicates when two transactions have the same amount, date, and title. On this page, you can decide to keep or delete a possible duplicate transaction by ticking the appropriate box and clicking on the Resolve Duplication button. An "Unknown" option is also available in case there are certain transactions that you would still need to verify.

  • (Financial Account) Failed to Sync

  1. When you click on (FINANCIAL ACCOUNT NAME) Failed to Sync in your Dashboard, the above page will open. Click on Re-Authenticate Connection Security, Re-Authenticate. This will allow you to input your login details for the linked bank account to re-authenticate the connection. After clicking submit, it's all done! Your bank account should now continue to import transactions.

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