The workspace beside the chat

Everyone who may chat has the Workspace next to the chat; no switch is needed. Open it with Open workspace, close it with Close workspace. It shows what the agent is working on, so you can check it there. Empty, it says so.
Records open as tabs: Document draft, Review booking, Bank line, Document and Working paper. When the agent creates or changes a record in its answer, the tab opens or updates by itself and shows Changed by the agent. Close one tab, or use Close all. Open in full view takes the page out of the chat. A record you may not see shows "This record is not available to you, or no longer exists."
The strip of pages offers Overview, Inbox, Bookings, Invoices and Finances. Ask the agent ("open the inbox") or click one. With Customize and Choose and order pages you pick and order them; Reset restores all. The choice is kept in this browser, per firm.
Bank assignments: the agent picks, for each bank line, among the candidates the matching already found. Select the rows you agree with and accept the selected ones. It tells you how many lines were assigned and how many "could not be assigned and stay open". Nothing is assigned until you accept; an overpayment is settled by a person in the bank inbox.
Reminder run: the proposed dunning letters. Level, fee and interest come from your dunning policy; the amounts are a preview and are recalculated on the day of sending. Accepting one row sends that letter. Sending all asks Send these letters? first, and Cancel stops it. Blocked invoices are not part of the run, and a sent letter cannot be taken back. Only a Firm owner or Firm admin can send.
Month-end check and DATEV export show the status when you ask for it ("is September ready to close?"). They only show; the agent does not close the month or create the file. The DATEV export tab needs the export right.
A Document draft of an invoice is not issued: it says "Not issued yet", counts the open checks and waits in the Inbox for someone who may finalize it.