Use tasks
Check open tasks, respond to urgent requests, and mark accountant requests as completed.
Use filters to distinguish pending, urgent, and completed tasks.
Tasks turn accountant requests into clear actions. Each task has a title, description, deadline, status, and sometimes attached context.
Due dates follow calendar days in Madrid time, including daylight saving time. The dashboard, task list, and task details show the same due-date wording. An open task becomes overdue on the day after its deadline. Completed tasks show Completed instead of a due or overdue label.
A recurring request also shows the month Numonis created it, in Madrid time. The title looks like Share Receipts with Accountant · July 2026. This identifies the request's occurrence month, including requests scheduled only in selected months; it does not infer the accounting period covered by the documents. Payroll confirmations and other recurring requests use the same rule. The dashboard list, task list, calendar and task details use that same month. If the title already names a month in English or Spanish, Numonis keeps that period without adding another month. A one-off task keeps its title. The list keeps the month visible when the title is too long for the row.
Search in the task list matches the displayed month in the current interface language, as well as the stored title and description. The time-frame filter uses the deadline, so choose All to include older requests. Search runs in your browser after all task pages load. The calendar shows all fetched tasks and has no search field.
How to get there
- In the sidebar, press Tasks.
- On mobile, open More and press Tasks.
What a task is
A task is not a chat thread. It is a specific action the Numonis team needs from you, such as:
- Uploading a missing invoice or receipt.
- Confirming what a bank transaction was for.
- Answering a month-end or quarter-end question.
- Reviewing customer, invoice, payroll, or payment information.
If you need to ask a new question, use Communication. If the question is about an existing task, open the task and use the available reply or message action when present.
You cannot send tasks to Numonis from the client side. If you need your accountant or payroll specialist to do something, send a message and include the deadline if it matters.
How to complete a task
- Open Tasks.
- Press a pending task.
- Read the description, deadline, and priority.
- Perform the requested action, such as uploading a document or confirming data.
- Add any requested explanation.
- Press Mark as completed.
How to review completed tasks
- Open Tasks.
- Change the filter to completed tasks.
- Open a task if you need to check what was resolved.
- If the task becomes necessary again, use the reopen action when available.
Tips
- Prioritize urgent tasks or tasks close to the deadline.
- An urgent task is marked that way by your accountant or payroll specialist because the timeline or impact is critical.
- If a task asks for a document, upload it from Documents and return to the task to mark it as completed.
- If a task is urgent and you cannot complete it, write to Numonis from Communication and explain why.
- Do not mark a task as completed until the requested action is actually done.