Tasks

Every task across every project. One person is responsible for a task; any employee may record time against it.

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Assignee
Any assigneeAvery MorganEirene VasquezDana ParkPriya ShahJonah ReyesSana EllisMilo RenardFrances OkoyeIris WhelanColin BergMaren LoweTessa NunnAlina RothBram OdellNadia BeaumontDov HalloranOwen CastilleHallie GrantTheo MarshJune SowandeWren Halliday
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All clientsBrighton Dental PartnersMarisol and Dean HartleyRowan Street BakeryTrellis AcademyWexford Diocese SchoolsBeckett Family FoundationCalloway Ridge PartnersHarbor Light Community ServicesWayfarer MissionsSST — internal
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All projectsBeckett Family Foundation · FY2025 foundation auditBrighton Dental Partners · FY2025 401(k) plan auditCalloway Ridge Partners · 2025 partnership returnHarbor Light Community Services · FY2025 nonprofit auditRowan Street Bakery · Q1 2026 close and filingsTrellis Academy · FY2025 school auditWayfarer Missions · Monthly accounting · September and OctoberWexford Diocese Schools · FY2025 agreed-upon procedures

14 tasks · 14 open · 0 complete

FiltersStatus: openAssignee: June Sowande
TaskClient · projectDepartmentDueAssigneeStatusAction
Wayfarer Missions · Monthly accounting · September and October14 items
Donation assessment calculation based on the Wayfarer policyOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS9 Apr 2026Repeats weeklyJune Sowandeopen
Nexonia EE reimbursement approvalOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS10 Apr 2026Repeats weeklyJune Sowandeopen
Record weekly revenue based on donor software reportsOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS10 Apr 2026Repeats weeklyJune Sowandeopen
Process bi-weekly payroll in payroll software - WayfarerOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS10 Apr 2026Repeats every two weeksJune Sowandeopen
Reconcile Undeposited Funds AccountOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS11 Apr 2026June Sowandeopen
Process invoices in AP processor software- Wayfarer and Lanternway · MondayOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS13 Apr 2026Repeats weeklyJune Sowandeopen
Bank Account Statement Reconciliation up to 7 bank accounts, and one petty cashOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS16 Apr 2026June Sowandeopen
APS Employee Statistics - Identify new employees and employees without direct depositOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS2 May 2026June Sowandeopen
Process monthly payroll in payroll software - LanternwayOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS2 May 2026June Sowandeopen
Send Nexonia user list to the client's controller for reviewOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS7 May 2026June Sowandeopen
Founders' Reserve Fund - 100% of the revenue for the founders' fund after assessment to be transferred from work fund to the reserve fundOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS7 May 2026June Sowandeopen
Regular Monthly Transfer & Work Fund to Reserve Fund TransferOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS7 May 2026June Sowandeopen
Reconcile Undeposited Funds AccountOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS12 May 2026June Sowandeopen
Bank Account Statement Reconciliation up to 7 bank accounts, and one petty cashOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS17 May 2026June Sowandeopen