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A blocked invoice used to need a person to notice it, work out who to ask, ask them, wait, and then do something with the answer. Self-driving does those five things itself. Open Self-driving in the sidebar. It is switched on per administration.
The page has two sides on purpose. What is happening is computed from what really occurred. How it is set up is where you change things. Looking at your numbers never changes a setting.

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Kinds of case

A case is one thing that needs settling. Glimps knows these kinds:

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The four rungs

Each kind of case sits on its own rung, because the risk differs per kind.

Off

Nothing happens. The case is not opened.

Watching

Glimps works the case out and records what it would do. Nobody notices anything. This is where you find out whether the reasoning is any good, at no risk.

Asking

Glimps really asks a real person. What should happen next stays a proposal that a person carries out.

Handling

Glimps asks and carries out the outcome itself. This is the rung where money moves.
You move one rung at a time. The rung below is where you learn whether the questions are any good.

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What is happening

Four bands:
  • What Glimps does by itself: how many kinds of case really run, how many cases closed with nobody asked, how many needed one question, and how fast answers come back.
  • Who goes about what: the cases that came past without a rule to route them.
  • What is still missing: the steps between you and a working setup, recomputed from what is really there.
  • Waiting on you: grouped by why, not by status.

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Why it waits

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The steps

The ladder shows what a working setup needs, and it is recomputed rather than ticked off, so a step can open back up:
  1. At least one kind of case really runs.
  2. Every running kind of case has a default recipient.
  3. Ledger accounts are grouped into categories.
  4. Routing rules exist.
  5. Answers come back.
Start with one kind of case on watching for two weeks. Read what it would have done. Then move that one kind to asking, and leave the rest where they are.