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

Open Items

What are we still waiting on from clients, and how stale is each request?
2026-07-08
0–7 days 18–14 days 015+ days 0Total open 1
Shaded = past 14 days
ItemPeriodClientRequestedAge (days)From
OI-001 Exemption certificates for new exempt customersDEMOB-E01_2026-Q2_CA-SALESBlue Harbor Books LLC (FICTIONAL)2026-07-062client