Money review
Bank activity sits in a review queue with suggested categories. A person says okay before anything is written to the books. A guided walkthrough of the real tools is by arrangement; see my systems.
These screens are the money path I run. I stage the work, suggest where it helps, and a person clicks approve.
You can click through the four-step money-side walkthrough on this site.
Bank activity sits in a review queue with suggested categories. A person says okay before anything is written to the books. A guided walkthrough of the real tools is by arrangement; see my systems.
Jobs, handoffs, and follow-ups get reminders and simple screens the crew will open. I train until the crew is still using it next week, so the time they spent chasing status goes back to the jobs in front of them. See how I work.
The patterns are familiar, and your written statement of work names the deliverables. People you trust still make the judgment calls.