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Managing Dashboard Alerts

Stay on top of overdue items with Officaid's intelligent alert system that keeps your priorities visible.

Never Miss What Matters

Overdue tasks, forgotten follow-ups, and unpaid invoices can quietly pile up when you're busy running a business. Officaid's alert system watches for these situations and brings them to your attention the moment you open your dashboard. No more guessing what fell through the cracks.

How Alerts Work

Officaid continuously monitors your data for items that need attention. When something becomes overdue or requires action, an alert card appears at the top of your Insights dashboard. These alerts are designed to be impossible to miss, appearing in colored cards with clear descriptions of what needs your attention.

Alerts are generated automatically based on dates and statuses in your records. You don't need to set them up manually.

Types of Alerts

The dashboard can display several types of alerts:

  • Tasks Are Overdue indicates incomplete tasks past their due dates, for example "1 Task Is Overdue" with "Oldest is 4 days past its due date."
  • Deals Are Past Their Close Date shows open deals whose estimated close date has passed, for example "1 Deal Is Past Its Close Date" with "Their estimated close date has passed."
  • Bills Are Overdue highlights unpaid payables past their due dates, for example "1 Bill Is Overdue" with "SGD 545.00 outstanding. Oldest 2 days past due."
  • Invoices Are Overdue flags customer invoices that haven't been paid, for example "3 Invoices Are Overdue" with "SGD 4,090.00 outstanding. Oldest 2 days past due."
  • Updates On Your Claims tells you about decisions on your own expense claims, for example "9 Updates On Your Claims" with "Latest: Rejected, SGD 18.60."
  • Updates On Your Leave Requests tells you about decisions on your own leave, for example "4 Updates On Your Leave Requests" with "Latest: Rejected, 30 Oct."

Each alert card shows the count of items. Bill and invoice alerts also show the total outstanding amount and how long the oldest item has been overdue.

The two update alerts are about your own requests. The number counts your claims or leave requests that have been approved, paid or rejected, and Latest shows the most recent decision. If you dismiss one, it stays hidden until the next decision is made on one of your requests.

Setup tasks such as adding bank accounts or leave policies are not shown as alerts. They are in the Getting started card. See Getting Started: Setting Up Your Account.

Alert Actions

Every alert card has three action icons on the right side:

  1. View (eye icon) takes you to the relevant module filtered to show the overdue items
  2. Remind later (clock icon) lets you temporarily hide the alert and be reminded later
  3. Dismiss (X icon) removes the alert from your dashboard

Viewing Overdue Items

Click the eye icon or anywhere on the alert card to navigate directly to the affected records. For example, clicking "11 Invoices Are Overdue" takes you to the Invoices section with a filter applied to show only overdue invoices. Each overdue invoice or bill shows an Overdue badge. From there, you can take action on each item.

Task alerts open Tasks on the On Going tab, and deal alerts open the Pipeline in list view. The update alerts open My Claims or My Leaves, where you can see the decision on each of your requests.

Snoozing Alerts

Sometimes you're aware of an overdue item but can't address it immediately. Instead of dismissing the alert entirely, you can snooze it. Click the clock icon (tooltip Remind later) to open the Remind me options:

  • Later Today brings the alert back in 4 hours
  • Tomorrow shows the alert again the next day
  • Next Week delays the alert for one week

Snoozing is useful when you need to focus on other priorities but don't want to forget about the overdue item.

Dismissing Alerts

Click the X icon to dismiss an alert. There is no confirm step; the alert is removed from your dashboard at once, without snoozing. Use this when you've addressed the underlying issue or when the alert is no longer relevant.

Dismissing an alert doesn't resolve the underlying issue. The overdue tasks or invoices still exist. If conditions change and new items become overdue, a new alert will appear.

Frequently Asked Questions

Alerts for financial items like bills and invoices show the total outstanding amount. Alerts for tasks and deals show counts only, since these don't have monetary values.

Yes. Snoozed alerts reappear at the scheduled time. If you snoozed until tomorrow, the alert will be visible when you next log in after that time.

Snoozing hides the alert temporarily and brings it back at a scheduled time. Dismissing removes the alert until new items become overdue. Use snooze when you want a reminder; use dismiss when you've addressed the issue.

What's Next?

With alerts under control, explore other dashboard features:

alerts notifications overdue reminders