Attentions

Where to find it: Sidebar → Finance → Attention.

Attention is a to-do queue, not a report: it lists "Receivables, settlements, tax, and reconciliation items that need action." Items are grouped into three sections, each with a count in the toolbar:

Group	Meaning
Needs Attention	Problems , money the branch is owed or must claw back. Handle these first.
Ready To Do	Routine actions that are ready to execute (payouts, tax remittance).
FYI	Informational updates; no action required.

Operator guide

Where to find it: Sidebar → Finance → Attention.

Attention is a to-do queue, not a report: it lists "Receivables, settlements, tax, and reconciliation items that need action." Items are grouped into three sections, each with a count in the toolbar:

Group	Meaning
Needs Attention	Problems , money the branch is owed or must claw back. Handle these first.
Ready To Do	Routine actions that are ready to execute (payouts, tax remittance).
FYI	Informational updates; no action required.

A Comfortable / Compact toggle switches between full cards (title + explanation) and one-line titles. When nothing needs action the page shows All clear , "No finance queue items need action right now."

What lands in the queue, and how to clear it

Item	Group	What it means	How to clear it
N partner receivables are overdue	Needs Attention	Partners owe the branch money past its due date. The card shows the total owed.	View receivables → collect or write off on the Partner Receivables ledger.
N commissions need to be clawed back	Needs Attention	Commissions already paid to partners must be reversed (for example after a plan downgrade or a reversed payment).	Review settlements → recover each clawback on the Partner Settlements ledger.
N partner-owned customer invoices are 60+ days overdue	Needs Attention	Customer invoices whose collection belongs to a partner have been outstanding for over 60 days.	No button , chase the owning partner and consider a service review. Clears when the invoices are paid or written off.
N partner payouts are pending	Ready To Do	Earned partner commissions are waiting to be paid out. Shows total payable and how many partners.	Open settlements → run the payout from the Partner Settlements ledger.
Tax remittance balance: [amount]	Ready To Do	Tax collected from customers that has not yet been remitted to the tax authority.	Open tax ledger → record the remittance once paid.
N partner payouts settled this week	FYI	Confirmation of payouts completed since the start of the week.	Nothing , informational. View history shows the settled list.

Each item only appears to users whose role can view the underlying ledger, and every card's button deep-links to the exact Branch Ledger page where the action is performed. An Open full ledgers strip at the bottom links to Branch-Funded Reserve, Partner Receivables, Partner Settlements, Tax Liability, and Reconciliation (see the Branch Ledger documentation).