Action Center
The Action Center is the first card on the Dashboard. In a single block it summarises the four operational areas that may need your attention today: collections, stock, tax, and banking.
Restraint by design. When all four areas are at zero, the entire block is hidden. Only lanes with real signals appear — no visual filler.
The four lanes
The order is always the same: collections → stock → tax → banking. Each lane appears only when its count is greater than zero.
| Lane | Source signal | What it counts | Button |
|---|---|---|---|
| Collections | useInvoiceAging | Overdue invoices (any aging >0 days) and their aggregate amount | Review invoices → /invoices |
| Stock | useLowStockProducts | Products below their configured reorder point | Review products → /products |
| Tax | useTaxReadiness | Fiscal capabilities in not_configured state for your fiscal zone | Configure tax → /tax?tab=compliance#tax-readiness-panel |
| Banking | useBankingActionQueue | Sum of unreconciled transactions, items flagged for review, uncategorised items, and recent imports | Review banking → /banking |
Each button takes you to a screen where you can act. The tax lane opens the Compliance tab inside /tax and scrolls directly to the tax-readiness panel; the others route to the corresponding module.
How the signal is computed
The Action Center adds no new business logic. It composes four existing hooks and applies a presentation rule:
- If a metric is zero, the lane is omitted.
- If all four are zero, the whole card returns
null. - It performs no new Firestore reads; it reuses
onSnapshotlisteners already mounted by the underlying hooks. - It does not call the AI engine or any paid banking integration.
- It introduces no new Firestore rules and sends no automated emails or notifications.
When you'll see it
It appears the moment your workspace shows at least one of:
- One or more overdue invoices.
- A product below its reorder point.
- A fiscal capability that is not configured (for example, VeriFactu pending a certificate in mainland Spain).
- Banking transactions that are unreconciled, uncategorised, or pending review.
On fresh, clean accounts the card stays hidden until the first real signal appears.
Privacy and control
- No automatic sending. The Action Center only routes. The decision to send a reminder, reconcile a transaction, or configure VeriFactu always sits with a human on the target screen.
- No hidden cost. No lane triggers paid calls to Tink, Salt Edge, Plaid, Open Salt, or Revolut. Banking signals derive from transactions already pulled by the free integrations on your plan.
FAQ
Can I customise the lanes? Not yet. The set (collections / stock / tax / banking) is fixed to keep the operational read consistent.
Why doesn't the Action Center appear in my account? Because all four areas are at zero — which is a good signal. It will surface automatically when the first pending action exists.
Does it replace the Fiscal Dashboard? No. The Action Center is a unified summary; the detail screens remain the place to configure and investigate.
Availability
Available on every plan. No tier gate, no flag.