The Today page
Everything that needs you, on one page
Today is the page an owner or manager opens to see what needs them. It starts with what only you can do, then shows who’s late, what arrived and what’s coming up. Each part has its own page when you want the detail.
Monday 26 October
2 reminders waiting for your approval, 1 reply needs a person, 11 records received since Friday.
Needs your approval 2
Hannah Reid Reminder 2 · 7 Nov update
Just a quick follow-up on the July to September records…
Approve and sendEditLane & Co Reminder 1 · Year-end records
It’s that time of year again. To prepare your accounts we need…
Approve and sendEdit
Drafted by Forenax in your firm’s words. Nothing is sent until someone at your firm approves it.
Needs a person 1
M. Clarke Question · 7 Nov update
“Can I send the September statements next week instead?”
Mark receivedKeep chasing
Escalated 1
- D. Morgan9 working daysVAT records, Jul to Sep · No reply after 3 reminders · with Emma
Late 2
- M. Clarke6 working daysMTD 7 Nov update · Reminder 3 sent Thu
- R. Hughes3 working daysYear-end records · Reminder 2 sent Fri
Since Friday
- 11records received
- 4cases closed
- 7reminders sent after approval
Coming up
- 3 NovYear-end records4 clients · 2 records received so far
- 7 NovMTD quarterly update9 clients · 4 records received so far
What’s on it
Seven parts, in the order you need them
The page opens on the decisions only you can make, so a busy morning starts with your approvals rather than a search. Every part also has its own page with the full list, and every action is written to the log.
- 01Needs your approval
- Reminders Forenax has drafted in your firm’s words, each with the client, the deadline and the first line. Approve and send, edit, or reject. Nothing goes out until someone at your firm says so.
- 02Needs a person
- Client questions, unclear replies and emails that couldn’t be matched to a client. Mark the records as received, keep chasing, mark the request as not needed, or place a stray email on the right case. None of these gets an automatic answer.
- 03Escalated
- Clients still silent after every reminder, and who at your firm the case is with. Forenax stops chasing these, so a person picks them up.
- 04Late
- Clients past the date with a request still open, how many working days late, and which reminder went last.
- 05Since Friday
- Records received, cases closed and reminders sent since Friday. Nothing to do here; it shows what moved without you chasing it.
- 06Coming up
- Deadlines in the next 14 days that your firm has set up in Forenax, with how many clients each one affects.
- 07Problems
- An email that didn’t send, which you can resend from here. Shown only when there is one.
Today and the Friday email
You open it when there’s a reason to
The Friday email is a snapshot of a page called Today, which you open when the email tells you to. It lists who is late, what they owe and what happens next, so you don’t have to keep a page open all day.
- From
- Forenax <reports@…>
- To
- The practice owner
- Subject
- Friday 23 October: 3 clients late, 11 records received
| Client | Waiting for | Late by | Next step |
|---|---|---|---|
| D. Morgan | VAT records, Jul to Sep | 9 working days | With Emma since Wed |
| M. Clarke | MTD 7 Nov update | 6 working days | Reminder 3 sent Thu |
| Lane & Co | Year-end records | 3 working days | Reminder 2 sent Fri |
2 client replies are waiting in your review list.
What you won’t see
Built to be read by the person responsible
Today shows what Forenax has done and what it needs from you. A few things are left out on purpose.
- Anything that says a return was filed, submitted to or accepted by HMRC. That stays with you.
- Penalty amounts or tax owed.
- An AI score presented as the answer. A person decides anything unclear.
- League tables or response times for your staff.
- “Sent automatically” while approval is switched on.
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