Guided task session
Prepare a walkthrough session and record actual participant feedback.
Use synthetic data only. A human observer records completion, errors and feedback separately. This page does not submit feedback or mark any financial step complete.
- Open Daily Review. Identify the business snapshot date and find the most urgent source or cash issue.
- Follow its evidence link. Explain what is recorded and what still needs checking. Return to Daily Review.
- Find the statement balance view. Explain a mismatch and its effect on cash; do not invent a balancing payment.
- Compare plans. Explain whether a sufficient result is conditional and what remains unapproved or unaccepted.
- Ask a labelled mock question. Review the question, provider destination and minimized/full data preview before confirming. Identify the unverified commentary and the separate deterministic financial result. Refresh the saved request link; unknown provider usage is not zero.
- Inspect Action History and Receipt Review. Explain the difference between a draft, approval, counterparty acceptance, observed money and reconciliation.
Record where you got stuck and what you expected to happen. Use a fresh synthetic test database for tasks that intentionally create/correct records. Do not use reset/restore on someone else's active session.
Current optional tasks on a separate synthetic session
- Open Scenarios. Compare partial/zero collection of an invoice's current unpaid remainder. Explain why the excluded cash stays owed and the percentage is not a probability.
- Open Statement mapping. Review the profile, own account, inclusive period, parsing rules, ignored columns and signed rows. A header-only file is a zero-activity source assertion, not a verified bank balance.
- Open Account funding and Cash availability. Explain why pooled cash can hold while the payroll account is short; do not assume a transfer or restriction release.
- Open 13-week cash view and Decision Brief. Find a daily minimum and source; distinguish proposals, approvals, acceptance, observed money and reconciliation.
Use tools/prepare_usability.py from the source package to prepare a NEW isolated session folder and blank observation sheet. Choose a short task subset; record skips and hints honestly. Actual fresh-user testing stays pending until a real person performs it. Automated or agent-led checks do not count as participants.