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How to Experience the Level Copilot Dashboard

Overview:


Level Copilot will track unusual transactions created or modified in your accounting software within the last 24 hours to ensure the accuracy of your bookkeeping. It is best practice to be signed into your accounting software, such as QuickBooks Online, while going through the Level Bookkeeping Notifications to be able to use the links included in the Level Copilot dashboard.


1. Bookkeeping Notification Count


  • The default dashboard will display the number of all the notifications Level detected within the reporting period outlined in the top right corner.

  • The dashboard can be filtered by Alert Type and Reporting Period. To tailor the dashboard, click the tabs in the top right corner to open the dropdown menu, select the desired alert type and/or reporting period.


  • The dashboard can be organized by the individual alert type and/or a reporting period of either the last 30 days, last 90 days, or last 12 months.


Summary:


The default dashboard shows the number of notifications detected during the reporting period shown in the top right. You can filter the dashboard by Alert Type and Reporting Period using the dropdown menus in the top right. The dashboard can be organized by individual alert type and/or reporting period (last 30 days, 90 days, or 12 months).



2. Copilot Interactive Chart


  • Each dot on the chart represents a date and the number of notifications detected on that specified date.


  • By hovering the mouse over a dot, it will reveal a Bookkeeping Notification summary including the date, number of notifications, embedded with a link to open a detailed Bookkeeping Report.



Summary:


The chart shows a dot for each date, representing the number of notifications detected on that day. Hover over a dot to see a summary of the Bookkeeping Notifications on that date, including a link to open a detailed report.



3. Bookkeeping Reports Feed


  • The Bookkeeping Reports feed provides a comprehensive overview, displaying dates alongside the total number of reported notifications.


  • Color-coded indicators offer visual cues for pending actions on each line item, allowing you to track your progress effortlessly.


  • A red indicator means 0 notifications addressed, orange means at least 50% have been addressed, and green means all have been addressed.


  • To address a notification, the user must click on an item in the feed to open the detailed report to see further information.



Summary:


The Bookkeeping Reports feed shows dates and total notifications, with color-coded indicators to track progress. To address a notification, open the detailed report.




Related Resources:





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