Tasks

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

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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

16 tasks · 16 open · 0 complete

FiltersStatus: openAssignee: Theo Marsh
TaskClient · projectDepartmentDueAssigneeStatusAction
Rowan Street Bakery1 item
Payroll journalOpen projectRowan Street BakeryQ1 2026 close and filingsCAS10 Apr 2026Repeats monthlyTheo Marshopen
Wayfarer Missions15 items
Record transactions via the bank feed based on client codingOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS9 Apr 2026Repeats weeklyTheo Marshopen
Nexonia EE reimbursement marking paid in Nexonia and SIOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS10 Apr 2026Repeats weeklyTheo Marshopen
Record Deposits and other manual transactions in the GL via bank feedOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS10 Apr 2026Repeats weeklyTheo Marshopen
Subsidies Journal Entry - Additional for the Fully Subsidized FieldworkersOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS11 Apr 2026Theo Marshopen
Credit Card Statement Reconciliation - one corporate card via NexoniaOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS11 Apr 2026Theo Marshopen
Delete duplicate (manual) payments from Nexonia reimbursementsOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS13 Apr 2026Repeats weeklyTheo Marshopen
Process invoices in AP processor software- Wayfarer and Lanternway · TuesdayOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS14 Apr 2026Repeats weeklyTheo Marshopen
Client support / communication - AccountantOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS2 May 2026Theo Marshopen
Process monthly payroll in payroll software - WayfarerOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS2 May 2026Theo Marshopen
Reclass the Total Balance for the Fieldworkers ID Ending on M and F to the main ID (Work Fund, Reserve Fund and Short-term Fund)Open projectWayfarer MissionsMonthly accounting · September and OctoberCAS7 May 2026Theo Marshopen
Reclass the Work Fund Balance of the Short Term Fieldworkers to Short TermOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS7 May 2026Theo Marshopen
Reconcile AP Third party with general ledger and AP ledgerOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS7 May 2026Theo Marshopen
Subsidies Journal Entry - Additional for the Fully Subsidized FieldworkersOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS12 May 2026Theo Marshopen
Credit Card Statement Reconciliation - one corporate card via NexoniaOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS12 May 2026Theo Marshopen
Client support / communication - AccountantOpen projectWayfarer MissionsMonthly accounting · September and OctoberCAS1 Jun 2026Theo Marshopen