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The Advisory View

This guide explains every part of the Advisory view: the summary tiles, the filters, the two ways of showing the list, and the attention panel for a single client.

Opening the Advisory View​

Go to Client Management > Clients. At the top of the list, switch the view from Clients to Advisory.

To make Advisory your starting view, select Open this view by default. The choice is saved for your login only.

You can also reach the view from the Clients needing attention card on the branch dashboard.

The Summary Tiles​

Five tiles sit above the list: Compliance, Cash & collections, Books hygiene, Opportunities and Your drafts. Each shows how many clients have an item of that kind and a one-line detail. Select a tile to filter the list to those clients; select it again to clear the filter.

Money in the tiles is never added up across currencies. The Cash & collections tile shows one figure per currency instead.

Filtering the List​

Three controls narrow the list, and they work together.

  • Status tabs — Needs action, Draft ready, Contacted, Snoozed and All. The count on each tab reflects the tile and preset you have chosen
  • Preset pills — Quick filters for common sweeps: Overdue filings, Due in 14 days, Receivables over 60 days, Feeds broken or stale, Runway under 3 months and Not contacted in 90 days
  • Search — Filters by client or branch name

The tile, tab and preset you choose are kept in the page address, so you can bookmark a view or share it with a colleague.

info

Runway under 3 months shows how many clients it covers, such as "3 of 4 checked". Runway comes from a client's books, which Atlas checks for the clients at the top of the list when the view loads and for any client you open. A client that has not been checked yet cannot match the preset.

Queue and Portfolio​

To the right of the filter row, select how the list is shown.

Queue​

The Queue is the daily to-do list. Items are grouped by bucket, and within each bucket every client appears as a card listing their items of that kind. Each card has Draft note and Open buttons, and each bucket heading has a Draft N notes button for the whole group. See Working the Queue.

Portfolio​

The Portfolio is the dense view for scanning your whole book of clients. Each client is one row:

  • Client — Name, branch and currency
  • Priority — The client's priority and open item count. Hover over it for the definition
  • What needs doing — The lead item as a sentence, then the other items as chips with their figure
  • Next deadline — The nearest date across filings, year end and snoozes, with how far away it is. Dates marked estimated are worked out from the filing cadence rather than confirmed by the tax authority
  • Status — The workflow status and who last acted

Select a row to open the attention panel. The ⋯ menu at the end of the row offers Open attention panel, Draft note about this, Open in Fiskl and Client page.

Select Columns to add the figure columns from the previous layout, such as Overdue receivables, Bank feed, Books health and Last note sent. They are hidden by default because the lead item and its chips already carry the same facts.

Atlas opens in Queue mode when any client needs attention and in Portfolio mode when none does, then remembers your last choice.

Refreshing​

Signals are fetched when the view opens and kept for a few minutes. The time of the last fetch appears above the list. Select Refresh signals to fetch again.

When the view loads, Atlas also checks the books of the clients at the top of the list, so cash, ratio and books-check items exist before you open them. A short "Checking the books" note shows while this runs.

The Attention Panel​

Select a client to open the attention panel. On a wide screen it docks beside the list, and the list narrows to client, priority and lead item. On a smaller screen it slides in over the list. It has four tabs.

Items​

Every open item for the client, worst first. Each item shows its rating, when it was first flagged and the figures behind it. Below them, a collapsed list holds items that are snoozed, dismissed or resolved.

From here you can:

  • Select Draft note about this on an item to start a note about that item alone
  • Select Draft note at the top to start a note about every open item
  • Select Snooze on an item to hide it until a date you choose
  • Select Dismiss on an item to hide it for good, with a reason
  • Select Reopen on a snoozed or dismissed item to bring it back

Select Open in Fiskl to go straight into the client's Fiskl account, or Client page to open their record in Atlas.

Metrics​

The figures Atlas computed for this client: cash and runway, current and quick ratios, working capital, gross and net margin, the books check, receivables aging, bank feeds and upcoming tax filings. The date they were computed appears at the top. Select Refresh for today's figures.

A metric that falls outside a plausible range, such as a negative current ratio or a runway of hundreds of months, shows Check the books instead of a figure. Hover over it for the reason. Atlas does not raise an item from such a metric and never gives it to the AI, because a wrong number in front of a client is worse than none.

Compose​

Where you draft, check and send a note to the client. See Advisory Notes.

History​

Every note drafted or sent to this client, with who did it and when. Select Open on a note to read it in the Compose tab. Item-level history, such as when an item was flagged, snoozed or resolved, is under each item's History button on the Items tab.

Snoozing an Item​

Snooze an item when you know about it and it is in hand. The item leaves the list until the date you choose.

  1. Select Snooze on the item
  2. Select 1 week, 2 weeks, 1 month, or pick a date
  3. Add a reason if you want it on record
  4. Select Snooze

If the signal gets worse before the date, the item comes back on its own.

Dismissing an Item​

Dismiss an item that does not apply to this client. A reason is required and stays in the history.

  1. Select Dismiss on the item
  2. Enter a reason of at least three characters
  3. Select Dismiss

A dismissed item stays hidden unless the signal escalates.

How Items Resolve​

You do not need to close an item yourself. When the signal clears, such as the client paying the overdue invoices or the bank feed reconnecting, Atlas marks the item Resolved itself on the next refresh.

Common Issues​

A client's row shows no signals at all

Nobody from your firm has opened this client's Fiskl account from Atlas yet, so the connection is not complete. Open the client list in the Clients view, select Set Up Access if it appears, then Access Fiskl. The client appears in Advisory on the next refresh. See The Client List and Client Page.

A client says nothing needs attention but shows an overdue amount

The amount is below your firm's threshold for the overdue receivables signal, and the row says so. Lower the threshold under Settings > Advisory if you want clients like this flagged.

The view says live signals are unavailable

Atlas could not reach Fiskl to fetch fresh signals and is showing the last figures it held. Select Refresh signals in a few minutes. If the message persists, contact support.

You cannot see the Advisory view or the dashboard card

You need the View advisory permission. Ask your branch Owner or Admin to enable it for you under the Advisory tab of your permissions.

Snooze, Dismiss and Draft are greyed out

You need the Action advisory items permission. Viewing is separate from acting, so a Viewer, for example, can read the view but cannot change items.