Read the overview page

Click Overview in the left menu. At the top you see what the agent has done so far: how many documents it read and prepared, what is booked so far, and how many items need you.
Under Tasks the open work is grouped as Bank, Invoices, Bookings and Tax. Each line has a number; click the line to open that work. When nothing waits, it says "Nothing is waiting for you."
On the bank and overdue invoice lines, Let the agent do it writes the request into the chat input. You read it and send it yourself.
Bank accounts shows the latest balance of each account as of its own statement. Open bank work takes you to the bank lines.
VAT return shows the next due date and whether it is open, overdue or closed; Open taxes goes to the tax page. This is the German VAT return only; deadlines of other countries are not covered yet.
The yearly overview lists revenue, expenditure and the operating result per month, in net amounts. Switch between Show as table and Show as chart, and between Reviewed bookings and Include drafts.
On the overview page, Amounts switches between Net and Gross, and By between Document date and Payment date. A note under the figures says which basis is shown; the BWA stays net by document date.
Under Tasks, more lines can appear: draft invoices and quotations, drafts untouched for some days, quotations awaiting an answer, and bookings not yet handed to DATEV. A click opens the list already narrowed to those entries; the notice above the list says how, and Show all removes the narrowing.