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How-To · Money
Follow up on Attolero requests
For all signed-in staff and Attolero. One person edits.
Read the list
- Open Attolero Tracker under Financials in the left menu.
- The tiles count what is Open, Checked & not done, Waiting on LMR and Done.
- Use the buttons above the table to filter: All open, Not done, Waiting on Attolero, Waiting on LMR, Not yet checkable, Done or Everything.
- Click an item to open its own page with its dated notes. ← All items takes you back to the list.
- On an item’s page, 🔗 Copy link copies its address so you can paste it into an email or chat. Previous and Next at the bottom step through the items in number order.
What the columns mean
- Request — what was asked, who raised it and when.
- Attolero’s response — their reply, or No reply.
- How it’s checked — the thing to look at in QuickBooks to prove it is done.
- Last checked — an open item shows a warning once it has gone 14 days without a check.
Send the list to Attolero
- Click ⬇ Export to Excel.
- Tick Also include Done items if you want them, or set dates to narrow it.
- Click ⬇ Download .xlsx. Each item comes with its full note history and a link to its page.
Need something new asked?
Staff and Attolero can both read the list. Only one person can add items, add notes, change a status, edit wording or hide an item. Everyone else sees Read only — Jason updates this list. when they open an item. To get something added, pass your request to that person.