Uploaded
A client has attached a file to the request item through the upload link.
Review uploads before they become close-ready.
CollectCue keeps uploaded files separate from reviewed files, so the team can accept, reject, mark received elsewhere, or approve not applicable items with a clear trail.
Illustrative preview
REVIEW QUEUE
Current upload review
Bright Leaf Coffee
Payroll report
Accept / Reject
Bank statement
Complete
Receipt batch
Client action
Sales report
Review exception
Uploaded files stay pending until the team reviews them.
Pending review
The file waits for a staff member to confirm it is the right document for the right period.
Received, rejected, or not applicable
Accepted files complete the item; rejected files go back to the missing list; approved exceptions stay documented.
Uploaded does not always mean received
Review keeps the team from closing a request just because a file arrived. The file still needs to match the client, period, and requested document.
The file may be for the wrong month
The file may belong to another account
The file may be incomplete
The client may need to add context
The item may be not applicable this period
Review states
The review flow gives the team a clear way to decide what arrived, what counts, and what still needs action.
1
Client uploads a file
The file is attached to the exact request item and marked pending review.
2
Staff reviews the file
The team checks whether the file is the right document for the right period.
3
Accept, reject, or mark not applicable
Accepted files complete the item. Rejected files go back to the missing list. Not applicable items stay documented.
4
Use the status to guide reminders
Only items that still need action stay in the reminder flow.
Review actions stay simple
Team members can keep the request moving without turning every upload into another email thread.
Accept file
Reject and request reupload
Mark as received from email or Drive
Approve not applicable
Keep pending review
From review queue to item decision
The review queue identifies files waiting for staff action. Opening an item keeps the submitted file, request status, and review controls together.
Product walkthrough — synthetic data
Product walkthrough — synthetic data
What happens when a file is not usable?
If a file is incomplete, unreadable, or for the wrong period, staff can reject it and leave a client-visible reason. The item returns to a reupload state instead of disappearing from the request.
Not applicable still needs review
A client's not-applicable request is not treated as automatically accepted. It remains a staff review decision.
Product boundary
CollectCue records document review decisions. It does not reconcile the account, post journal entries, prepare tax returns, or determine accounting treatment.
Product workflow reviewed: July 2026
Review what arrived before closing the request.
Keep every upload decision clear before the team starts close work.