​
Tasks

Tasks are the specific actions that a Business Owner must complete so their bookkeeping can be finalized. Asset automatically generates Tasks whenever new Transactions are imported from the bank. The following types of Tasks are currently supported, with more to be added in the future:
  • Transaction Categorization: Created when input is needed from the Business Owner to properlycategorize a Transaction.
  • Review Personal Transactions: If a Business uses Personal Accounts, a Task is created so the Business Owner can review and mark which Transactions should be treated as Business-related.
  • Reconnect Bank Account: When using Plaid as the source for bank Transactions, the bank may sometimes disconnect from Plaid. This stops new Transactions from syncing, so the Business Owner must reconnect the bank account using the Plaid Reconnect Flow.
  • Receipt Request: Created when a Transaction requires a receipt to verify or complete the bookkeeping for that Transaction.
  • Statement: Generated when a bank statement is needed for Manual External Accounts or to reconcile Transactions or verify Balances for Plaid-connected External Accounts.
  • Other Document: Used when any other type of document is required to complete the bookkeeping or address a specific request.
  • Other: Covers more general Tasks. Asset will enhance the Task types as they become required

​
Listing Pending Tasks

To view Tasks for a Business, use the Get all Tasks for a Business endpoint.
By default, this endpoint returns only Pending Tasks and provides the count for each category. To view Completed Tasks, pass the status query parameter with the value completed.

​
Notifications

Tasks are generated in real time as new Transactions are imported. Since multiple Tasks may be created at once, users are not notified every time a Task is generated. Instead, Webhook Notifications are sent once or twice a week, summarizing any Pending Tasks that need attention.