Five things need you. The first is due Friday.
One thing is with us to check. One more opens up later in onboarding. You've finished seven.
- Secure access: Provide Xero API connectionShared securely through the Vectorfy vaultNeeds youDue Fri 9 Oct
- Secure access: Provide Karbon workspace accessShared securely through the Vectorfy vaultNeeds youDue Fri 9 Oct
- Invoice: Pay invoice INV-0042$1,815.00 incl. GST · October serviceNeeds youDue Thu 15 Oct
- Testing contact: Confirm who will test the automationClient onboarding and document chaseNeeds youDue Fri 16 Oct
- Proposal: Review the month-end reporting pack automation proposalVersion 2 · PRP-H3XW5NNeeds youDue Sat 17 Oct
- Secure access: Share access to the onboarding@ shared mailboxSent securely. We'll confirm when it arrives.With Vectorfy
- Testing: Approve testingAvailable when testing starts.Coming up
- Invoice: Pay invoice INV-0040Priya Raman · $1,815.00 incl. GST · September serviceDoneDone 12 Sep
- Invoice: Pay invoice INV-0038Sarah O'Connell · $5,720.00 incl. GST · SetupDoneDone 2 Sep
- Authorisation: Authorise discovery workDaniel Whitford · Lets us review your current process at no chargeDoneDone 22 Aug
- Billing contacts: Confirm billing contactsPriya Raman · Where invoices and receipts goDoneDone 21 Aug
- Signature: Sign the Order FormDaniel Whitford · ORD-2026-0147DoneDone 19 Aug
- Signature: Sign the Master Services AgreementDaniel Whitford · ORD-2026-0147DoneDone 19 Aug
- Proposal: Review the client onboarding proposalPriya Raman · Version 1 · PRP-7Q2K4MDoneDone 14 Aug