# Daily operating checks

Schedule a daily Trade review, inspect stock and financial evidence, and follow exceptions through Tasks.

## Set up the daily review

Open **Trade OS → Today** in [Boni One](https://panel.boni.one/panel/trade-os). Select the business under **Stock owner** when shown. A company manager chooses **Set up checks**, a time and the time zone, then **Save daily checks**. New exceptions go to the check owner; existing Task assignments are preserved.

If offered, select **Include independent Accounting checks** to authorize continuing reads of that business’s connected books. Your current Finance access and the business’s Accounting connection are required. Each company and stock owner keeps its own policy and records.

## Work from the actions

Choose **Check now** for an additional review, or let the daily schedule run. It continues in the background; **Refresh** reads the latest result. Open an action to inspect the affected item, batch, order or financial record and continue through Tasks.

Correct the original record in Inventory, Trade or Accounting. A later check closes the matching exception when its original evidence is repaired. Repeated checks keep the same unresolved action rather than creating another copy. Closing a Task does not establish a clean result: if the last check found issues, Today keeps **Needs attention** until a new check verifies the original records. Tasks do not change stock or post money.

## Understand coverage

Open **Check coverage** to see what was observed. The review covers stock positions, batches, movements, orders, returns, collections and invoice handoffs. Independent Accounting checks also inspect book controls, bank-source freshness, original movement costing and recorded cost quantities.

Missing, stale or inconsistent evidence needs review. A recorded collection is not bank settlement, and an arithmetic stock match is not a physical count. A recent financial close alone does not establish current stock-cost coverage. Stock or books changing during a check can leave that observation incomplete; review the actions and check again after correcting the source.

## Pause or recover

Open **Daily check settings → Pause checks** to stop future scheduled reviews. Existing Tasks remain. If the Time worker is unavailable, Today displays that state rather than promising a check. Failed checks retain a recovery action; inspect it before starting more work.

Receiving goods, dispatching an order, issuing an invoice and valuing stock remain separate actions in [Inventory](/inventory/overview), [Trade](/trade-os/orders-and-inventory) and [Accounting](/accounting/overview). Daily checks read their evidence and create follow-up work; they do not perform those transactions.

## Follow up on low stock

A Trade stock target adopted in **Inventory → Replenishment** also supplies its daily low-stock threshold. A paused target stops that low-stock check. Open Inventory to review the shortfall and outstanding orders before creating a purchase requirement. Source discrepancies and incomplete financial coverage retain their existing checks. See [Stock targets and replenishment](/inventory/replenishment).

Canonical: https://docs.boni.one/trade-os/daily-checks
Version: 2
Updated: 2026-10-18T10:48:03.458Z