Portfolio queues

Portfolio Quick Tasks sit on the BM / AM / Bookkeeper rail. They list work across clients instead of inside one artist.

Queue	What’s in it	Who sees it
To Enter	Invoices, Deposits, Credit Cards waiting to be coded	BM, AM, Bookkeeper
To Review	Invoices	BM, AM
To Approve	Invoices	BM, AM
To Pay	Invoices	BM
To Release	Invoices	BM
Paid / Hold / Rejected	Invoices in those statuses	BM, AM, Bookkeeper

Open a row to enter, view, approve, release, or pay in that client’s context.

Inside a client, Client Quick Tasks is a similar tree (including Payments). Prefer the client Transactions menu for day-to-day coding; use portfolio queues when you are clearing a stack for the whole firm.

Badge counts on the rail may not always match the live list — trust the list when they disagree.