Help centre / Troubleshooting

The Action Centre is empty or missing something

What the Action Centre needs before it can spot things.

What it is

Items only appear when there's something to act on and enough information to judge it.

When to use it

• You expected an item that isn't there.

How to do it

1. Cash alerts need both Money in the bank today and a warning level.
2. Margin alerts need logged time or costs on the project.
3. Proposal follow-ups start 5 days after sending; invoices once a day overdue.
4. Repeat work needs Completed projects and a timing.
5. Check you didn't choose Ignore for a week — it returns after 7 days.

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