Plan: Published native app. Plan Requirement: Every Plan. Read-only by design.
Data Cleanup Assistant finds records that deserve a human review. It never merges, edits, archives, or deletes anything for you.
Prerequisites
- An Admin has installed Data Cleanup Assistant (Install Data Cleanup Assistant) and the install is Active.
Read the scan
- Open the app from Installed (Open App) or go to
/apps/data-cleanup-assistant. - Confirm the heading Data Cleanup Assistant and state Read-only scan.
- Read the summary: items to review, high priority, customers scanned, invoices scanned.
- In each group, press Review to open the customer or invoice in its normal PayBlah screen.
- Fix the record there, or run a fresh import. Then return if you want another scan.
A bounded scan may omit some records and say so. No claim is made about omitted rows, and no data is changed.
Expected result
You have a checklist. Customer and invoice records are unchanged until you edit them on their own screens.
If the assistant is off
The banner is The assistant is off. Your customer and invoice records are unchanged. Install or resume the app, or ask an Admin.
What this will not do
- There is no merge, accept, archive, or delete button.
- It does not send reminders or change money.
- Removing the app revokes access. This app has no separate tenant content to keep.