To do
Go to To do.
If you are redirected to Managed companies, you are in an accountant portal view.
The list loads invoices in pages of 50.
Scroll down to load more items automatically.
If there are no items, the page shows that you have no invoices requiring attention.
Clicking an invoice row also stores the current to-do invoice list for that session.
Click an invoice row to open its details.
Use the invoice detail view to review the document and take action.
If you are already on a specific invoice, use the back link to return to To do.
If you open a legacy /todo/:invoiceId link, Cashfeed redirects you to the organisation-scoped invoice page.
If you need line-item editing, only users with line-item access can keep the edit-items view open.
The invoice detail page is shared with incoming invoices; To do is just the entry point.
Review each invoice and decide whether it needs approval, payment, or another action.
Handle approval directly on the invoice when the invoice is in an approval state.
Pay invoices from the invoice flow when payment is required.
Use any invoice-specific checks or comments before you finish the item.
Refresh the list after completing work to see items disappear once they are no longer pending.
The list only shows items that still need attention, not completed invoices.
Check whether you have already completed every pending invoice.
Refresh the page and scroll down to confirm more items are not loading.
If you are in an accountant portal view, confirm you are on the right company.
Ask your organisation admin whether invoices are assigned to another approver.
This is expected for accountant portal users.
Open the company from Managed companies, then go to its To do list.
If you think you should see the normal organisation view, contact your Cashfeed admin.
Click the row again, or use keyboard Enter or Space while focused.
Wait for the page to finish loading before trying another item.
If the page keeps failing to load invoices, refresh the browser.
Contact Cashfeed support if the problem affects every invoice.
Open the organisation-scoped To do page instead of the old /todo/:invoiceId link.
Use the back link from the invoice detail page to return to the list.
Update any bookmarked or shared link to the new organisation-scoped address.
