Tax firm
Intelligent Processing Monitor
Review cross-client invoice-recognition volume, failures, review demand, and task evidence.
What this menu does
Help firm administrators identify recognition exceptions across the firm without exposing this internal view to clients.
Where to find it
Tax Firm navigation: Intelligent Processing Monitor.
When to use it
- Review recognition totals and failed calls.
- Filter tasks by client and processing status.
- Identify work needing human review.
Before you begin
- Sign in to the Tax Firm portal.
- The account must be allowed to view this menu.
Page regions
- 01Cross-client summary
- 02Client and status filters
- 03Recognition task list
- 04Failure reason and review indicators
- 05Pagination
Supported operations
Review recognition operations
- 1
Open the monitor as a firm administrator.
- 2
Review overall counts, failures, and items needing review.
- 3
Filter by client and status.
- 4
Use the target client's invoice library or workspace to perform business correction; this page is for monitoring.
The administrator identifies the owning client and next business page.
Business rules and fields
- This menu appears only for firm administrators with audit access.
- The page aggregates internal recognition operations and is not client-facing.
- Correct invoice data from the owning client workspace, not from the summary.
States you may see
What happens next
- Firm administrators can prioritize recognition incidents and route them to the correct client workspace.
Common problems
The menu, client, or action is missing.
The employee role, client assignment, or current record status does not allow it.
Ask a firm administrator to verify the employee role and client assignment, then reopen the page.
A save or load action fails.
The session may have expired, validation may have failed, or the service is temporarily unavailable.
Refresh once, correct any field-level message, and retry. Keep the request identifier if the page provides one.