What "needs attention" means

Lines that need attention

Any line that isn't paid: unmatched lines, chargebacks, and matched lines with no money yet. They sort to the top, and the Needs attention filter shows only them. Paid shows only what came in, and All shows everything.

Statements that need attention

A statement still being read, one that couldn't be read, or one with any line above.

Payment alerts

Above the statements, payment alerts list what's missing across all your carriers:

• Missed payment: an active policy didn't appear on a carrier's statement for a month it should have.
• Possible lost client: a chargeback, or a policy that was paid and then missing from that carrier's two latest statements. This replaces the missed-payment alerts for that policy, so you get one alert, not several.

Payment alerts also show on Today. They close by themselves when the payment turns up on a later statement.