Action Centre
The Action Centre is a prioritised to-do list of data problems that would stop a collection being billed or reported correctly. Work through it regularly — ideally before each billing run — and everything downstream flows more cleanly.
The idea: fix the data, and the item disappears
Every item here is an exception — something WastePro noticed that needs a human to sort out, like a completed job with no price or a run with no finish time. The counts are worked out fresh each time you open the screen, straight from your live data. So there’s nothing to tick off: the moment you fix the underlying record, the item drops off the list and the count falls by one. An empty Action Centre means your data is clean.
The number on the Action Centre item in the left menu is a live count of how many items are waiting. It falls on its own as you clear them, so treat it as a running “how much is left to do” figure.
How the screen is laid out
The Action Centre opens on a ranked “Do this next” home. At the very top is the one figure that matters most — how many jobs are blocked from billing — because those can’t reach your Xero export until they’re fixed. Below that, the exceptions are grouped into lanes, ordered by impact: money-blocking problems first, operational ones after.
Each lane shows its count, a plain-English description, and a Review button that takes you straight to the screen for fixing that kind of problem.
The lanes
| Lane | What it means | Why it matters |
|---|---|---|
| No pricing | Completed jobs whose unit price won’t resolve — usually a missing rate card or a job that doesn’t match its schedule. | These drop out of the Xero export and never get billed. |
| No job data | Completed bookings that either have no job recorded, or are missing their weights. | No-job items won’t bill; missing weights leave gaps in your reporting. |
| Runs missing times | In-house runs with no actual start or end time entered. | Run times feed run hours and payroll, so gaps distort both. |
| Futile | Attempted collections that couldn’t be completed (for example, a blocked bin). | Confirm the reason so the record is accurate. |
| Follow-up | Bookings someone flagged with a follow-up reason or action. | Close them out once the follow-up is done. |
Working through it
Start at the top
Clear the money-blocking lanes first — No pricing and No job data. The red banner at the top counts exactly these, so watch that number come down.
Open a lane
Click Review on a lane. The three bulk lanes — No pricing, No job data and Runs missing times — open an editable grid where you can fix many rows at once. Futile and follow-up items open a resolution panel on the individual booking.
Fix the underlying record
Enter the missing price, weight, run time or reason. When you save, the item leaves the list because it no longer meets the “something’s wrong” test.
Move to the next lane
Use the breadcrumb at the top to step back to the home, and carry on down the list.
Prefer one long list? View all tickets in one list (bottom of the home) shows every open item together, tagged by type. There’s also a From / To filter in the toolbar — the bulk lanes default to the last 90 days when no range is set, so the caption tells you exactly which window you’re looking at.
Fixing records here changes real data, so some actions need the right permission. If the edit controls are greyed out, your account has view-only access to operational data — see Users & roles.
Next: learn how to log ad-hoc pickups on On-Call Requests.