My Day
Your personal queue across every client: what is assigned to you, what landed overnight, and what is due today.
How-toFor Firm staff, Bookkeepers
What My Day holds
My Day is one person's day, not one client's day. Firm staff open it from the firm menu. The same day is also available inside a client workspace. Views split the list so you can look at today, waiting items, or a single client.
Working the day
- 1
Open My Day from the top of the sidebar.
- 2
Clear Exceptions and anything marked Needs judgement first.
Those items unblock other people. Review and bank lines can wait a few minutes; a stuck exception usually cannot.
- 3
Open an item to do the work on its own screen — Review, Bank Feed, or a document — then return to My Day.
Common questions
Assigned to Me is the Review Queue filtered to you, inside one client. My Day is your work across every client you reach.
See alsoThe Review Queue
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