Finding it
Action Required sits in the left menu nested under Proceedings, with a red count beside it. The entry only exists while proceedings has something outstanding — when the last item clears, it disappears rather than sitting there at zero. The Proceedings view of your dashboard repeats the same items as a row of chips under the heading Needs You, each chip linking straight into this queue. When nothing is outstanding the row reads “All caught up”. Transcription and Accounting have their own separate queues, each with its own count. There is no combined view, so an empty proceedings queue says nothing about the other two — see Transcription and Accounting.The count refreshes every three minutes, and that timer pauses while the browser tab is in the background, so a number can be a few minutes behind. Opening the queue refreshes it immediately, as does the refresh icon in the top right. Confirming or paying from inside the queue updates the count straight away.
Confirmation
A confirmation item appears about two days before a deposition, asking you to confirm it’s still going ahead. Staffing decisions hang off that answer, so treat these first. The card shows where it’s happening — an address for in-person, the remote service for remote, both for hybrid — along with the session date and the time it starts. View Details opens the full schedule and location with two choices. Confirm Job records your confirmation and clears the item. Cancel turns the same window into a short cancellation form with an optional comment of up to 500 characters; cancelling ends the proceeding, cannot be reversed, and may attract a late cancellation fee depending on your service agreement. This is the same confirmation the reminder email asks for, so if you already answered from the emailed link the item won’t be here. It also clears on its own once the session begins. See Confirming a proceeding for what the request looks like and how the timing works.Deposit
A deposit item is an unpaid deposit invoice on a proceeding that can’t go ahead until it’s settled. The card carries the invoice number and total. Pay Now settles it; the arrow beside the button opens Download Invoice and View Details. The item clears once the payment is confirmed.Deliveries
A delivery item is an order that’s finished but held until it’s paid for — the card reads “Files Awaiting Payment” and shows the order number and the amount due. Pay Now releases it, and the confirmation screen lists the files that just unlocked so you can take them without going anywhere else. The arrow beside the button offers Download Invoice and View Order.If Pay Now is greyed out on a deposit or delivery item, the invoice either hasn’t reached QuickBooks yet or your access covers the job but not its billing. See Why Pay Now might be unavailable, which also covers what to do when the QuickBooks tab never opens.