To-do list

The To-do list is your personal action queue, showing every incoming invoice that still needs your attention — review, approval, or payment.

Where to find it

Main navigation → To do

✅ Common tasks

Work through your queue

  1. Open To do to see invoices needing attention

  2. Check each row for supplier, amount and status

  3. Open a row to see the full invoice details

  4. Scroll down to load more invoices automatically

Completed invoices are never shown here — find them in Incoming invoices instead.

Resolve an invoice

  1. Open the invoice from To do

  2. Approve, pay, or complete the action it needs

  3. Use the arrows in the detail view to move between invoices

  4. Follow the invoice lifecycle for status-specific steps

  5. Return to To do for the next item

Available actions depend on your role — approvers won't see payment options, for example.

Open a shared invoice link

  1. Open the shared /todo invoice link you received

  2. Wait while Cashfeed finds the right organisation for you

  3. Get redirected to the invoice's To do detail view

If you can't access that organisation, you'll be redirected to the home page instead.


🔗 See also

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