We're working on this right now for unapplied payments and credits. Soon, there will be a tile on the Overview tab with a Needs attention tile that will show a count of any unapplied payments and credits. Clicking the count will take you to a workspace to apply the transactions. Here's an example from our prototype:
We're working on this right now for unapplied payments and credits. Soon, there will be a tile on the Overview tab with a Needs attention tile that will show a count of any unapplied payments and credits. Clicking the count will take you to a workspace to apply the transactions. Here's an example from our prototype: