I can't find a task, bill or transaction
Where things go after they're finished, approved, rejected or sent for approval, and how to track them down.
Things in Plainstamp move between pages as they progress. If something has "disappeared", it's usually in one of these places.
It's finished#
Ticked-off tasks, paid bills and reconciled transactions leave their board and go to Completed, on the Tasks, Transactions or Paid bills tab. See Completed items and the Activity log.
It's waiting for approval#
Until an admin approves it, what an employee or worker adds isn't on the board yet. Look in My requests (or My approvals for admins).
It was rejected#
A rejected request stays in My requests, marked Rejected, with the reason. Click Edit & resubmit to fix it and send it again.
It's filtered out#
Boards can be narrowed by search, tags and saved views. Clear the search box and pick the default view. On Bills to pay, make sure All unpaid is selected rather than Scheduled or Part paid.
You can't see it#
Workers only see tasks given to them and the ones they add.
If you belong to several workspaces, check you're in the right one (the name at the top of the menu).
Search for it#
Click Search, type a word, vendor name or invoice number, and leave In on Everything and Status on Any. Search finds open and finished items. See Search for anything.
Still can't find it?#
Check the Activity log: it records who added, approved, changed, paid or finished each item, and when. Filter by Money or Approvals to narrow it down, then ask the person involved or an admin.