How to manage tasks for unapplied payments?

Before getting started, check out: "How to create an action for unapplied payment reminder in accounts receivable workflow?"

To check tasks related to unapplied payments, go to "Tasks" from the left sidebar.

Here you'll see all the pending tasks for the day under the "Pending" tab.

When the unapplied payment reminder job is executed, it will generate tasks that are assigned to the Account Manager for the current date and not any future dates.

You can click on the task, view all the details, and execute the task seamlessly.