Tasks & requests
4 open · completing a request notifies the assigned bookkeeper immediately
Upload June AmEx statement
Requested by Priya (bookkeeper) · 3 days ago · blocks: June close
Document
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Confirm $2,340 transfer on Jun 18 — supplier deposit?
Requested by Priya (bookkeeper) · 2 days ago · blocks: June close
Confirm
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PA
Priya Anand
· Jul 7, 09:41
There's a $2,340 outgoing transfer to 'RB Holdings' on Jun 18 with no invoice attached. Is this the Rooted Beans deposit for the August PO?
MK
Maya Kessler
· Jul 7, 14:20
Checking with our ops lead — will confirm by tomorrow.
Reply
Approve Q2 estimated tax payment of $8,150
Requested by Daniel (tax specialist) · yesterday · due before Sep 15
Approve
Thread (1) ▾
Review draft June P&L commentary
Requested by Priya (bookkeeper) · today · optional, closes Jul 12
Review
Thread (1) ▾
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