BackWhat’s New

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Toolbox

A cleaner dashboard, your way.

Sign in and the front door feels different. The Toolbox dashboard got a top-to-bottom refresh designed around how you actually work day-to-day — and the status line that surfaces your work just grew real working controls.

The old dashboard was a wall of tool icons. The new one is a workspace. You decide which tools sit at the top, you get a single glance at what’s waiting across all your tools, and the AI partners that live inside each tool finally have a face on the home screen.

Drag to reorder

Drop your most-used tool at the top. Long-press to drag on mobile. Your order is saved across every device you sign in on.

AI partner badges

Each tool card now shows the AI partner that lives inside — Cora on the expense tools, Remi for pricing, Matty for debt, Lexi for contracts, Penn for investor letters.

What’s waiting, at a glance — and which item to grab first

A status line at the top of the dashboard summarises tasks across your tools. Quiet when you’re caught up — and when you’re not, it ranks the work so the most pressing items are at the top.

  • Urgency dots. Red means overdue — e.g. a credit-card transaction un-classified for more than 3 days, an approval sitting more than 2 days, or a debt note within 60 days of maturity. Amber means due soon. Grey means a normal item in your queue.
  • How old it is. Each row carries a short age suffix (“5 days”) so you can see what’s been waiting on you longest.
  • Click straight into it. Rows deep-link to the specific item to act on, not a list page — so “Classify next” really does take you to the next transaction.
  • A red tint when you’re behind. The status line border goes red and shows a small “N overdue” tag the moment anything crosses its threshold — easy to see from across the screen.

Overdue thresholds are per tool: 3 days to classify a credit-card transaction, 2 days to approve one. Lowe’s mirrors those. Investor letters: 3 days in review. L10 to-dos: more than a week past the meeting they were added in. Remi rent recommendations: 14 days since they landed. Debt maturity alerts: within 60 days = overdue, within 90 = due soon. Required training is always overdue until completed.

Snooze rows you can’t deal with today

Each row gets a small snooze button. Pick “Tomorrow,” “Next Monday,” or “In 1 week” and the row drops out of your status line and per-card count until then. Useful when an approval is genuinely blocked on something or you’ve already pinged the right person — quieter signal, less noise.

Snoozes are per user. Yours don’t change what your manager or teammate sees. Maximum 30 days per snooze; after that the row comes back so nothing falls off the radar forever.

Waiting on you vs. waiting on others

The expanded status line now has a separate “Waiting on others” section for items you submitted that are sitting in someone else’s queue. You can’t clear them, but you can see them — handy when you want to nudge the right approver instead of guessing whether your submission landed.

The header count and per-card amber pip only include items you can actually act on. “X tasks waiting” means what it says — the “others” bucket is below the fold.

Cleared this week

A small green “N cleared this week” tag appears next to the summary count, totaling items you actioned in the last 7 days across every tool. Approvals you signed off, transactions you classified, to-dos you closed, courses you finished — they all contribute.

Counts your work across CC, Lowe’s, Travel, Investor Letters, Training, and Scorecards. Debt and Remi don’t contribute (no user-action timestamps to count) but the status line still stays honest about everything else.

Quick Actions

Common cross-tool shortcuts live above the grid — upload a receipt, log a trip, ask Cora. The row is tailored to your tools, so you see the actions that fit how you work.

One badge to spot what changed

Tools that ship a notable release pick up a violet “Updated” badge on the dashboard, so you can see what’s new at a glance — no need to read release notes to know a tool you use just got better.