7010 · Team, controls and setup
Home: what needs you
Home in Autessa Accounting is a triage list: everything that needs a person right now, most urgent first, each linking straight to the screen that fixes it. It covers uncoded transactions, missing receipts, card requests, departments near or over budget, agent card rule breaks and Mercury connection problems.
The problem
Finance work scattered across a dozen screens
A dashboard full of charts leaves you to work out what to do. Home is a to-do list instead, ranked by urgency and filtered to what your role can act on, so the first screen you see is the work.
What you get
- Transactions that need a category, and those coded automatically and ready to approve.
- Missing receipts.
- Card requests waiting for approval.
- Departments past the warning line or over budget, with spend and percentage.
- Mercury connection problems and category or note write-backs that did not reach Mercury.
- New Mercury agent cards to set up and agent card rule breaks.
- Tracked cards over budget: “Freeze this card at Amex”.
- Tracked cards or accounts with no statement covering last month.
- Cash, and “You’re all caught up” when nothing is waiting.
How it works
How does home: what needs you work in Autessa Accounting?
Open Home
The list is built fresh from what is open right now.
Work top down
The worst items are first; each one names what is wrong.
One click to the fix
Every item links to the exact screen, filtered, that resolves it.
Every option
What can appear on Home
| Option | What it does |
|---|---|
| Bookkeeping | Uncoded and auto-coded transactions, missing receipts, missing statements. |
| Approvals | Pending card requests. |
| Budgets | Near-budget and over-budget departments. |
| Cards | New agent cards, rule breaks, tracked cards to freeze at the issuer. |
| Connection | Token lapsing or rejected; write-back failures. |
Permissions
Who can do what?
| Role | Can |
|---|---|
| Everyone | See Home, filtered to what their role can act on. |
| Admin | Also sees Mercury connection problems. |
Connected
How it connects to the rest of Accounting
FAQ
Questions about home: what needs you
What is on the Home screen?
A ranked to-do list of everything that needs a person, from uncoded transactions to over-budget departments, each linking to the fix.
Does everyone see the same Home?
No. Items are filtered to what each person’s role can act on.
What if nothing needs me?
Home says you are all caught up.
100% customizable, code and all
Make Autessa Accounting fully your own.
Use it out of the box, then change anything. Ask Autobot, Autessa’s AI builder, for a new field, screen, report, workflow or agent and it builds it into your copy of the app. Or open the code and edit it yourself. Nothing is locked: the app, its data and its code are yours.
Start free and make it yours