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ConfigurationScanners & assistant

Scanners and assistant

Choose what to watch, restrict its scope, set limits and run a scan. Scans record candidates for review; they do not send client messages or execute accounting actions.

16 available scanners · 0 enabled policies

Clear
Restart documents that got stuck · Off

WF-26 · Keep moving

Company scope
All companies, subject to team restrictions
Team scope
No team restriction
Daily limit / per company
No limit / No limit
Reviewer
Not assigned
Configure scanner
Companies

0 selected

No selection means all companies. Team restrictions still apply.

Teams

0 selected

No selection imposes no team restriction. Selected teams match the company’s active service engagements.

Blank means no limit. Zero is an explicit zero.

Blank means no limit. Zero is an explicit zero.

Blank or zero disables the repeat-observation quiet period.

Blank means no expiry. Otherwise use at least one hour.

Ask clients for bank statements you are missing · Off

WF-28 · Keep moving

Company scope
All companies, subject to team restrictions
Team scope
No team restriction
Daily limit / per company
No limit / No limit
Reviewer
Not assigned
Configure scanner
Companies

0 selected

No selection means all companies. Team restrictions still apply.

Teams

0 selected

No selection imposes no team restriction. Selected teams match the company’s active service engagements.

Blank means no limit. Zero is an explicit zero.

Blank means no limit. Zero is an explicit zero.

Blank or zero disables the repeat-observation quiet period.

Blank means no expiry. Otherwise use at least one hour.

Review accounting delivery and receipt failures · Off

WF-22 · Keep moving

Company scope
All companies, subject to team restrictions
Team scope
No team restriction
Daily limit / per company
No limit / No limit
Reviewer
Not assigned
Configure scanner
Companies

0 selected

No selection means all companies. Team restrictions still apply.

Teams

0 selected

No selection imposes no team restriction. Selected teams match the company’s active service engagements.

Blank means no limit. Zero is an explicit zero.

Blank means no limit. Zero is an explicit zero.

Blank or zero disables the repeat-observation quiet period.

Blank means no expiry. Otherwise use at least one hour.

Retry setting up a new client · Off · Runner unavailable

WF-29 · Keep moving

Company scope
All companies, subject to team restrictions
Team scope
No team restriction
Daily limit / per company
No limit / No limit
Reviewer
Not assigned
Configure scanner
Companies

0 selected

No selection means all companies. Team restrictions still apply.

Teams

0 selected

No selection imposes no team restriction. Selected teams match the company’s active service engagements.

Blank means no limit. Zero is an explicit zero.

Blank means no limit. Zero is an explicit zero.

Blank or zero disables the repeat-observation quiet period.

Blank means no expiry. Otherwise use at least one hour.

Write the question when a document needs one · Off · Runner unavailable

WF-10 · Clients

Company scope
All companies, subject to team restrictions
Team scope
No team restriction
Daily limit / per company
No limit / No limit
Reviewer
Not assigned
Configure scanner
Companies

0 selected

No selection means all companies. Team restrictions still apply.

Teams

0 selected

No selection imposes no team restriction. Selected teams match the company’s active service engagements.

Blank means no limit. Zero is an explicit zero.

Blank means no limit. Zero is an explicit zero.

Blank or zero disables the repeat-observation quiet period.

Blank means no expiry. Otherwise use at least one hour.

Open the document requests a client owes you · Off · Runner unavailable

WF-11 · Clients

Company scope
All companies, subject to team restrictions
Team scope
No team restriction
Daily limit / per company
No limit / No limit
Reviewer
Not assigned
Configure scanner
Companies

0 selected

No selection means all companies. Team restrictions still apply.

Teams

0 selected

No selection imposes no team restriction. Selected teams match the company’s active service engagements.

Blank means no limit. Zero is an explicit zero.

Blank means no limit. Zero is an explicit zero.

Blank or zero disables the repeat-observation quiet period.

Blank means no expiry. Otherwise use at least one hour.

Sort out and answer client messages · Off · Runner unavailable

WF-13 · Clients

Company scope
All companies, subject to team restrictions
Team scope
No team restriction
Daily limit / per company
No limit / No limit
Reviewer
Not assigned
Configure scanner
Companies

0 selected

No selection means all companies. Team restrictions still apply.

Teams

0 selected

No selection imposes no team restriction. Selected teams match the company’s active service engagements.

Blank means no limit. Zero is an explicit zero.

Blank means no limit. Zero is an explicit zero.

Blank or zero disables the repeat-observation quiet period.

Blank means no expiry. Otherwise use at least one hour.

Suggest who should pick up what · Off · Runner unavailable

WF-32 · Team

Company scope
All companies, subject to team restrictions
Team scope
No team restriction
Daily limit / per company
No limit / No limit
Reviewer
Not assigned
Configure scanner
Companies

0 selected

No selection means all companies. Team restrictions still apply.

Teams

0 selected

No selection imposes no team restriction. Selected teams match the company’s active service engagements.

Blank means no limit. Zero is an explicit zero.

Blank means no limit. Zero is an explicit zero.

Blank or zero disables the repeat-observation quiet period.

Blank means no expiry. Otherwise use at least one hour.

Notice when a client has gone quiet on you · Off

WF-14 · Get right

Company scope
All companies, subject to team restrictions
Team scope
No team restriction
Daily limit / per company
No limit / No limit
Reviewer
Not assigned
Configure scanner
Companies

0 selected

No selection means all companies. Team restrictions still apply.

Teams

0 selected

No selection imposes no team restriction. Selected teams match the company’s active service engagements.

Blank means no limit. Zero is an explicit zero.

Blank means no limit. Zero is an explicit zero.

Blank or zero disables the repeat-observation quiet period.

Blank means no expiry. Otherwise use at least one hour.

Spot answers your office has not looked at · Off

WF-12 · Get right

Company scope
All companies, subject to team restrictions
Team scope
No team restriction
Daily limit / per company
No limit / No limit
Reviewer
Not assigned
Configure scanner
Companies

0 selected

No selection means all companies. Team restrictions still apply.

Teams

0 selected

No selection imposes no team restriction. Selected teams match the company’s active service engagements.

Blank means no limit. Zero is an explicit zero.

Blank means no limit. Zero is an explicit zero.

Blank or zero disables the repeat-observation quiet period.

Blank means no expiry. Otherwise use at least one hour.

Notice a connected source that has stopped bringing anything in · Off

WF-04 · Watch

Company scope
All companies, subject to team restrictions
Team scope
No team restriction
Daily limit / per company
No limit / No limit
Reviewer
Not assigned
Configure scanner
Companies

0 selected

No selection means all companies. Team restrictions still apply.

Teams

0 selected

No selection imposes no team restriction. Selected teams match the company’s active service engagements.

Blank means no limit. Zero is an explicit zero.

Blank means no limit. Zero is an explicit zero.

Blank or zero disables the repeat-observation quiet period.

Blank means no expiry. Otherwise use at least one hour.

Notice when the office mailbox has stopped bringing mail in · Off

WF-03 · Watch

Company scope
All companies, subject to team restrictions
Team scope
No team restriction
Daily limit / per company
No limit / No limit
Reviewer
Not assigned
Configure scanner
Companies

0 selected

No selection means all companies. Team restrictions still apply.

Teams

0 selected

No selection imposes no team restriction. Selected teams match the company’s active service engagements.

Blank means no limit. Zero is an explicit zero.

Blank means no limit. Zero is an explicit zero.

Blank or zero disables the repeat-observation quiet period.

Blank means no expiry. Otherwise use at least one hour.

Notice when a client's VAT registration no longer checks out · Off

WF-37 · Watch

Company scope
All companies, subject to team restrictions
Team scope
No team restriction
Daily limit / per company
No limit / No limit
Reviewer
Not assigned
Configure scanner
Companies

0 selected

No selection means all companies. Team restrictions still apply.

Teams

0 selected

No selection imposes no team restriction. Selected teams match the company’s active service engagements.

Blank means no limit. Zero is an explicit zero.

Blank means no limit. Zero is an explicit zero.

Blank or zero disables the repeat-observation quiet period.

Blank means no expiry. Otherwise use at least one hour.

Notice documents waiting on review too long · Off

WF-38 · Watch

Company scope
All companies, subject to team restrictions
Team scope
No team restriction
Daily limit / per company
No limit / No limit
Reviewer
Not assigned
Configure scanner
Companies

0 selected

No selection means all companies. Team restrictions still apply.

Teams

0 selected

No selection imposes no team restriction. Selected teams match the company’s active service engagements.

Blank means no limit. Zero is an explicit zero.

Blank means no limit. Zero is an explicit zero.

Blank or zero disables the repeat-observation quiet period.

Blank means no expiry. Otherwise use at least one hour.

Notice documents no malware scanner examined · Off

WF-39 · Watch

Company scope
All companies, subject to team restrictions
Team scope
No team restriction
Daily limit / per company
No limit / No limit
Reviewer
Not assigned
Configure scanner
Companies

0 selected

No selection means all companies. Team restrictions still apply.

Teams

0 selected

No selection imposes no team restriction. Selected teams match the company’s active service engagements.

Blank means no limit. Zero is an explicit zero.

Blank means no limit. Zero is an explicit zero.

Blank or zero disables the repeat-observation quiet period.

Blank means no expiry. Otherwise use at least one hour.

Warn when a deadline is going to be missed · Off

WF-16 · Watch

Company scope
All companies, subject to team restrictions
Team scope
No team restriction
Daily limit / per company
No limit / No limit
Reviewer
Not assigned
Configure scanner
Companies

0 selected

No selection means all companies. Team restrictions still apply.

Teams

0 selected

No selection imposes no team restriction. Selected teams match the company’s active service engagements.

Blank means no limit. Zero is an explicit zero.

Blank means no limit. Zero is an explicit zero.

Blank or zero disables the repeat-observation quiet period.

Blank means no expiry. Otherwise use at least one hour.

Say when a month looks ready to close · Off

WF-25 · Get right

Company scope
All companies, subject to team restrictions
Team scope
No team restriction
Daily limit / per company
No limit / No limit
Reviewer
Not assigned
Configure scanner
Companies

0 selected

No selection means all companies. Team restrictions still apply.

Teams

0 selected

No selection imposes no team restriction. Selected teams match the company’s active service engagements.

Blank means no limit. Zero is an explicit zero.

Blank means no limit. Zero is an explicit zero.

Blank or zero disables the repeat-observation quiet period.

Blank means no expiry. Otherwise use at least one hour.

Work out who a quarantined email belongs to · Off

WF-27 · Get right

Company scope
All companies, subject to team restrictions
Team scope
No team restriction
Daily limit / per company
No limit / No limit
Reviewer
Not assigned
Configure scanner
Companies

0 selected

No selection means all companies. Team restrictions still apply.

Teams

0 selected

No selection imposes no team restriction. Selected teams match the company’s active service engagements.

Blank means no limit. Zero is an explicit zero.

Blank means no limit. Zero is an explicit zero.

Blank or zero disables the repeat-observation quiet period.

Blank means no expiry. Otherwise use at least one hour.

Re-screen due-diligence cases that have fallen due · Off

WF-40 · Due diligence

Company scope
All companies, subject to team restrictions
Team scope
No team restriction
Daily limit / per company
No limit / No limit
Reviewer
Not assigned
Configure scanner
Companies

0 selected

No selection means all companies. Team restrictions still apply.

Teams

0 selected

No selection imposes no team restriction. Selected teams match the company’s active service engagements.

Blank means no limit. Zero is an explicit zero.

Blank means no limit. Zero is an explicit zero.

Blank or zero disables the repeat-observation quiet period.

Blank means no expiry. Otherwise use at least one hour.

Notice a change in who owns or runs a client · Off

WF-42 · Due diligence

Company scope
All companies, subject to team restrictions
Team scope
No team restriction
Daily limit / per company
No limit / No limit
Reviewer
Not assigned
Configure scanner
Companies

0 selected

No selection means all companies. Team restrictions still apply.

Teams

0 selected

No selection imposes no team restriction. Selected teams match the company’s active service engagements.

Blank means no limit. Zero is an explicit zero.

Blank means no limit. Zero is an explicit zero.

Blank or zero disables the repeat-observation quiet period.

Blank means no expiry. Otherwise use at least one hour.

Point out VAT rules the firm keeps overriding · Off

WF-30 · Get right

Company scope
All companies, subject to team restrictions
Team scope
No team restriction
Daily limit / per company
No limit / No limit
Reviewer
Not assigned
Configure scanner
Companies

0 selected

No selection means all companies. Team restrictions still apply.

Teams

0 selected

No selection imposes no team restriction. Selected teams match the company’s active service engagements.

Blank means no limit. Zero is an explicit zero.

Blank means no limit. Zero is an explicit zero.

Blank or zero disables the repeat-observation quiet period.

Blank means no expiry. Otherwise use at least one hour.

Propose opening-balance account mappings · Off · Runner unavailable

WF-09 · Get right

Company scope
All companies, subject to team restrictions
Team scope
No team restriction
Daily limit / per company
No limit / No limit
Reviewer
Not assigned
Configure scanner
Companies

0 selected

No selection means all companies. Team restrictions still apply.

Teams

0 selected

No selection imposes no team restriction. Selected teams match the company’s active service engagements.

Blank means no limit. Zero is an explicit zero.

Blank means no limit. Zero is an explicit zero.

Blank or zero disables the repeat-observation quiet period.

Blank means no expiry. Otherwise use at least one hour.

Stop all scanners

Recent scan runs

The latest 100 runs. Zero candidates means this run added none; check its scope and limits.

No scans have run yet.

Recorded candidates

No candidates recorded.