Alerts

The Alerts page is the one place to see everything that's currently demanding attention. It pulls together your invoices, tasks, clients, and projects on the fly, using the same overdue and flag logic you see elsewhere in the app — so there's nothing extra to maintain.

The six categories

1. Overdue invoices — past their due date and not yet in a finished status. These are the same invoices the invoices list highlights in red.
2. Flagged invoices — invoices you've flagged.
3. Clients needing action — clients whose status is marked as requires action and whose next follow-up is approaching (within 3 days, shown yellow), overdue (in the past, shown red), or never scheduled (shown yellow — it needs a date). A follow-up more than 3 days out doesn't appear yet. Statuses with action suppression turned on never show here.
4. Overdue tasks — past their deadline and not in a finished status.
5. Flagged tasks — tasks you've flagged.
6. Flagged or ended projects — projects you've flagged, plus projects whose end date has passed while they're not yet in a finished status.

Each category shows up as its own table. Empty categories don't appear, so you only see what's actually there. (The overdue-invoices table omits a status column — an overdue invoice is unpaid by definition.)

Page layout

• Search — a single box that filters across every category by name, number, description, and more.
• Tables — one per non-empty category, each with its own relevant columns (invoice number, client, due date, days overdue, and so on).
• Expandable rows — open a row to see more detail inline.
• Empty state — "Everything is up to date" when there's nothing to show.

Clicking a row opens that item's detail page.

The alert bell

The top navigation has an alert-bell icon with a count of everything across the enabled categories. Click it for a compact summary of the categories, with a single View all link (in the dropdown header) to the Alerts page. Severity is colored consistently everywhere — red for overdue/urgent items, yellow for a client follow-up that's approaching or unscheduled — so the bell, the alerts page, and the list rows always agree. Other list pages don't carry alert badges; overdue and flagged items are highlighted right there with a colored left accent instead.

Alert settings

The Alerts settings section controls what the bell, dropdown, alerts page, and sidebar indicators show. These settings only affect those indicators — they never change the inline overdue notes, the kanban card borders, or the colored row accents on list pages.

• Enable alerts — the master switch. When off, the bell and sidebar indicators disappear, and opening the Alerts page shows a short "alerts are turned off" notice linking back here.
• Show count badges — when on, indicators show a numbered badge; when off, a plain dot. (Dots are the quieter alternative.)
• Per-category toggles — turn off Clients, Projects, Tasks, or Invoices to drop that category from the bell count, the dropdown, and the alerts page.
• Running timer — shows the green/red running-timer dot on the sidebar Time Tracker item. The timer widget in the top bar is always shown regardless of this toggle.

Everything defaults to on, with count badges.

How alerts clear

There's no dismiss or "mark as handled" button. Alerts clear themselves the moment the underlying item changes:

• An invoice moves to a finished status, or its due date moves forward.
• A task moves to a finished status, or its deadline moves forward.
• A client's status changes, or its follow-up date is pushed more than 3 days out.
• A project moves to a finished status, or its end date is pushed forward.
• A flag is removed from an invoice, task, or project.

Because the page reads straight from your live data, fixing the underlying item removes it from the page right away.

Tips and edge cases

• Statuses drive overdue logic. Items in a finished status are never counted as overdue. See Custom statuses.
• Action suppression silences the noise. Statuses like "Lost" should usually have action suppression on so they stop showing up under "Clients needing action".
• No snooze. The model is simple: fix it, or change its status. There's no way to defer an alert for later.
• Search spans categories. Type a client's name to see their overdue invoices, flagged invoices, and overdue tasks all at once.

On mobile

The mobile app surfaces the same categories and honors the same Alerts settings. A severity-colored alert bell with a count sits in the header; tapping it opens the alerts list. Alerts are also reachable from the right edge-swipe panel (when set as its target) or the hamburger menu — see Mobile navigation. The list is display-only with pull-to-refresh; tap an item to open its detail. When alerts are turned off, the alerts screen shows a short notice linking to the alert settings.