@Dash which client closes will miss their due date this month, and why?
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Check which client closes will miss the date
A bookkeeping practice running fourteen client closes at once asks which ones will miss their filing date. Dash reads the close checklist, the ledger and the shared inbox for every client, then names the blocker on each one rather than returning a status board the team still has to interpret.
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Three of fourteen will miss. All three are waiting on the client, not on us.
- Halloran Dental · due 5 Sep · missing August bank statements, requested twice, no reply since 19 Aug
- Vellum Print Co · due 7 Sep · 94 uncategorised transactions, all from the new card nobody told us about
- Sandbar Coffee · due 8 Sep · payroll journal not posted, their bureau changed providers mid-month
The other eleven are on track. Four are already through review and waiting on your sign-off.
Sandbar is the one worth looking at now rather than on the due date. The provider change means last month's mapping will not match this month's file, so the journal will need rebuilding once it arrives, not just posting. That is a half day, and it is currently sitting in the queue as a ten minute task.
Every line links to the checklist item and the message thread it came from.
Has anyone actually chased Halloran, or did we just log it?
Logged twice, chased once. The 12 Aug request went out from the practice inbox and got a read receipt. The 19 Aug follow-up was written into the checklist as done but no message left the inbox that day, so the client has heard from us once, three weeks ago.
The checklist and the inbox disagreed. I went with the inbox.
Teams @Dash which client closes will miss their due date this month, and why?
Three of fourteen will miss. All three are waiting on the client, not on us.
- Halloran Dental · due 5 Sep · missing August bank statements, requested twice, no reply since 19 Aug
- Vellum Print Co · due 7 Sep · 94 uncategorised transactions, all from the new card nobody told us about
- Sandbar Coffee · due 8 Sep · payroll journal not posted, their bureau changed providers mid-month
The other eleven are on track. Four are already through review and waiting on your sign-off.
Sandbar is the one worth looking at now rather than on the due date. The provider change means last month's mapping will not match this month's file, so the journal will need rebuilding once it arrives, not just posting. That is a half day, and it is currently sitting in the queue as a ten minute task.
Every line links to the checklist item and the message thread it came from.
Has anyone actually chased Halloran, or did we just log it?
Logged twice, chased once. The 12 Aug request went out from the practice inbox and got a read receipt. The 19 Aug follow-up was written into the checklist as done but no message left the inbox that day, so the client has heard from us once, three weeks ago.
The checklist and the inbox disagreed. I went with the inbox.