Good morning, Priya. Seven things need you, and four are overdue.
We're working on one thing you've sent us. Onboarding is at step 3 of 5: access provided.
Needs you
- Invoice: Pay invoice INV-0040$1,815.00 incl. GST · September serviceOverdueDue Tue 15 Sep
- Invoice: Pay invoice INV-0041$528.00 incl. GST · Additional templatesOverdueDue Tue 22 Sep
- Secure access: Provide Xero API connectionShared securely through the Vectorfy vaultOverdueDue Thu 1 Oct
- Secure access: Provide Karbon workspace accessShared securely through the Vectorfy vaultOverdueDue Thu 1 Oct
- Invoice: Pay invoice INV-0042$1,815.00 incl. GST · October serviceDue Thu 15 Oct
- Testing contact: Confirm who will test the automationClient onboarding and document chaseDue Fri 16 Oct
- Proposal: Review the month-end reporting pack automation proposalVersion 2 · PRP-H3XW5NDue Sat 17 Oct
Onboarding
2 of 5 doneClient onboarding and document chase
Now: Access provided. Billing contacts, discovery authorisation and the system access we need to build.
See every stepInvoices
2 overdue$4,158.00outstanding, incl. GST
INV-0040 was due Tue 15 Sep, plus 2 others.
Pay INV-0040Time saved
2 of 4 liveYour automations gave back 41 hours in September 2026, up from 12.5 the month before.
That's $3,895.00 of staff time freed up. It's capacity your team can use elsewhere, not cash saved.
Proposals
- PRP-H3XW5N · Version 2 · $1,450.00 a month + GSTOpenSent 26 Sep
- PRP-7Q2K4M · Version 1 · $1,650.00 a month + GSTAcceptedSent 6 Aug
- PRP-B6RT2D · Version 1 · $2,400.00 + GSTExpiredSent 10 Jul
Recent updates
4 unread
- We'll confirm once we've checked it works.3 Oct
- $1,815.00 incl. GST, due 15 Oct.1 Oct
- You saved 41 hours in SeptemberUp from 12.5 hours in August.1 Oct
- Andrew updated the proposal after your feedback.26 Sep
- $1,815.00 incl. GST was due on 15 Sep.22 Sep
- Client document chase is liveIt runs every weekday morning.8 Sep