Control alerts: what each one means

BMS checks your firm’s figures every 15 minutes and raises an Alert in Triage when something needs attention. There is one alert per problem, updated in place: it comes back to your inbox only if it gets worse, and it resolves and clears itself once the problem has gone.

An alert: why (1), the button to fix it (2), and Clear (3).

Money

Alert	Raised when
Completed but not billed	A job was finished but still has amounts to bill.
Invoice overdue	An invoice is 30, 60 or 90 days overdue.
Hours over budget	Time on a job has passed its budget.
Hours over last year	A job has taken more hours than the same job a year earlier and is not finished.

Deadlines

Alert	Raised when
Tax return due and not signed	A return is due and its eSignature is not complete.
Lodged at the ATO, job still open	The ATO shows it lodged, but the job is still open.
Job completed, ATO still outstanding	The job is finished, but the ATO does not show it lodged.
Return past due, not lodged	A return is past its due date and the ATO shows it not received.
ATO lodgement list out of date	The newest ATO lodgement list is too old; import this week’s.
BAS due	A BAS is due or overdue and not finished.
SMSF with the auditor too long	An SMSF job has sat with the auditor too long.

Workload and clients

Alert	Raised when
Workload out of balance	Someone is scheduled over capacity while others have room.
Job waiting to be assigned	A job has nobody to do it.
Waiting on client	A job has waited on its client too long.
Client not contacted	Clients have had no email for a long time.

Workload out of balance links to Resource Planning.

Note

An Admin turns each alert on or off and sets its thresholds in Settings > Alerts. A rule whose figures are missing does not run, and Settings > Alerts says why beside it.