The close today

A scavenger hunt across modules

Four modules, four queues, and no single place that says what is left.

Scattered

Every module keeps its own queue.

Bank match38
Approvals13
Syncs4
AR aging7
Close9
Contracts3

One board

Work arrives on its own, in one place.

To Do 3
  • Bank Match: 38 auto matchesAcme Inc
  • 13 approvals ready for reviewInbox
  • AR aging run ready for reviewAgent

Self-resolving

Cards leave when the state changes.

Done 4
  • Bank Match: 38 auto matches
  • Finish setup for USAA Bank
  • 6 approvals ready for review
  • Daily activity sent to the CFO