Health check issues explained
The health check scans your books for problems — a mix of deterministic checks (things that are provably inconsistent) and AI review (things that look wrong for a business like yours). Findings appear on the Issues page and the dashboard.
Severity levels
Critical — likely wrong numbers: fix these before relying on reports or filing GST.
Warning — worth attention soon: a growing unreconciled backlog, GST due dates approaching, balances drifting.
Info — housekeeping suggestions that make the books tidier but nothing is broken.
The kinds of things it finds
Unreconciled transactions piling up, or a bank account whose book balance has drifted from the bank’s.
Coding that looks inconsistent — the same payee landing in different accounts, or possible personal spending in expenses.
GST oddities — returns approaching due, or amounts that do not reconcile with the GST account movement.
Stale items — invoices long overdue, drafts never approved, documents sitting unreviewed in the Inbox.
Acting on findings
Each issue links to where you fix it, and Explain with AI unpacks any finding with your actual data. Dismissed issues stay dismissed on future runs — the check will not nag about things you have decided are fine — and fixed ones resolve automatically the next time the check runs.
Run the health check before filing GST and before year-end. Ten minutes of fixes at those moments is worth hours later.