Outstanding
Outstanding
Reviewed items that still need your attention — not the same as Needs Review.
Sample data — same screens as the product demo, with room to learn below.
SarV-Ωm — Workspace
OverviewAction NeededBankInsightsReportsDocumentsUpload document
Needs ReviewOutstanding (1)ReceiptsCompletedRecurring
Flow: Needs Review → Outstanding → Completed
Outstanding
Northside Energy — ElectricityReviewed
Due 12 Jun 2026 · Amount $184.60
Reviewed — may still need payment, a missing detail, or another action before you mark it completed.
No longer in Needs Review. Items you have reviewed appear here until they are completed.
How this step works
What you're seeing
Action Needed → Outstanding shows items you have already reviewed. The row is trusted, but something may still need doing.
What to do
- Look here for payment, follow-up, missing detail, or completion.
- Remember: this is not Needs Review — the item has been checked against the document.
- When the action is fully dealt with, the item can move to Completed.
Why it matters
Outstanding is your action queue after review — separate from checking new uncertain items.
What happens next
Open Calendar — Obligations to see due dates and what still needs attention.