Firm · My Work ROUTING QBO ✓ 2026-07-06 · POS ✓ fixtures DEMO:TJ Kim · Preparer

My Work

What do I need to do next, and in what order?
2026-07-08
Open periods 5Blocked 1Nearest due 2026-07-31With reviewer 1
By owner, then due date
OwnerPeriodClientDueStatusNext action
DEMO:TJ KimDEMOB-E01_2026-Q2_CA-SALESBlue Harbor Books LLC (FICTIONAL)2026-07-31IN_PREPResolve exception / rework and re-run pre-review
DEMO:TJ KimDEMOC-E01_2026-Q2_CA-SALESCedar Peak Fitness Inc (FICTIONAL)2026-07-31IN_REVIEW(with reviewer)
DEMO:TJ KimDEMOE-E01_2026-Q3_FED-PREmber & Oak Bistro LLC (FICTIONAL)2026-11-02IN_PREPFinish verification, pass pre-review, hand off
(unassigned)DEMOD-E01_2026-Q2_CA-SALESDune & Vine Catering LLC (FICTIONAL)2026-07-31NOT_STARTEDStart intake: collect POS + QBO pull
(unassigned)DEMO-E01_2026-Q3_CA-SALESDemo Roasters LLC (FICTIONAL)2026-11-02NOT_STARTEDStart intake: collect POS + QBO pull

Workload by preparer

PreparerOpenBlockedNearest duePeriods
DEMO:TJ Kim312026-07-31DEMOB-E01_2026-Q2_CA-SALES · DEMOC-E01_2026-Q2_CA-SALES · DEMOE-E01_2026-Q3_FED-PR
(unassigned)202026-07-31DEMO-E01_2026-Q3_CA-SALES · DEMOD-E01_2026-Q2_CA-SALES

Workload by reviewer

ReviewerOpenBlockedNearest duePeriods
DEMO:Eli Remba312026-07-31DEMOB-E01_2026-Q2_CA-SALES · DEMOC-E01_2026-Q2_CA-SALES · DEMOE-E01_2026-Q3_FED-PR
(unassigned)202026-07-31DEMO-E01_2026-Q3_CA-SALES · DEMOD-E01_2026-Q2_CA-SALES