Tasks

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

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Due date Client Assignee Task

Department

All departments Tax Audit CAS

Status

All statuses open complete

Assignee

Any assignee Avery Morgan Eirene Vasquez Dana Park Priya Shah Jonah Reyes Sana Ellis Milo Renard Frances Okoye Iris Whelan Colin Berg Maren Lowe Tessa Nunn Alina Roth Bram Odell Nadia Beaumont Dov Halloran Owen Castille Hallie Grant Theo Marsh June Sowande Wren Halliday

Client

All clients Brighton Dental Partners Marisol and Dean Hartley Rowan Street Bakery Trellis Academy Wexford Diocese Schools Beckett Family Foundation Calloway Ridge Partners Harbor Light Community Services Wayfarer Missions SST — internal

Project

All projects Beckett Family Foundation · FY2025 foundation audit Brighton Dental Partners · FY2025 401(k) plan audit Calloway Ridge Partners · 2025 partnership return Harbor Light Community Services · FY2025 nonprofit audit Rowan Street Bakery · Q1 2026 close and filings Trellis Academy · FY2025 school audit Wayfarer Missions · Monthly accounting · September and October Wexford Diocese Schools · FY2025 agreed-upon procedures

35 tasks · 16 open · 19 complete

FiltersAssignee: Theo Marsh

open

Record transactions via the bank feed based on client coding

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·9 Apr 2026·Theo Marsh·open

Payroll journal

Rowan Street Bakery · Q1 2026 close and filings

Open project

Rowan Street Bakery·CAS·10 Apr 2026·Theo Marsh·open

Nexonia EE reimbursement marking paid in Nexonia and SI

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·10 Apr 2026·Theo Marsh·open

Record Deposits and other manual transactions in the GL via bank feed

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·10 Apr 2026·Theo Marsh·open

Subsidies Journal Entry - Additional for the Fully Subsidized Fieldworkers

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·11 Apr 2026·Theo Marsh·open

Credit Card Statement Reconciliation - one corporate card via Nexonia

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·11 Apr 2026·Theo Marsh·open

Delete duplicate (manual) payments from Nexonia reimbursements

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·13 Apr 2026·Theo Marsh·open

Process invoices in AP processor software- Wayfarer and Lanternway · Tuesday

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·14 Apr 2026·Theo Marsh·open

Client support / communication - Accountant

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·2 May 2026·Theo Marsh·open

Process monthly payroll in payroll software - Wayfarer

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·2 May 2026·Theo Marsh·open

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)

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·7 May 2026·Theo Marsh·open

Reclass the Work Fund Balance of the Short Term Fieldworkers to Short Term

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·7 May 2026·Theo Marsh·open

Reconcile AP Third party with general ledger and AP ledger

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·7 May 2026·Theo Marsh·open

Subsidies Journal Entry - Additional for the Fully Subsidized Fieldworkers

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·12 May 2026·Theo Marsh·open

Credit Card Statement Reconciliation - one corporate card via Nexonia

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·12 May 2026·Theo Marsh·open

Client support / communication - Accountant

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·1 Jun 2026·Theo Marsh·open

complete

Bank reconciliations

Rowan Street Bakery · Q1 2026 close and filings

Open project

Rowan Street Bakery·CAS·6 Feb 2026·Theo Marsh·complete

Transaction coding

Rowan Street Bakery · Q1 2026 close and filings

Open project

Rowan Street Bakery·CAS·9 Feb 2026·Theo Marsh·complete

Payroll journal

Rowan Street Bakery · Q1 2026 close and filings

Open project

Rowan Street Bakery·CAS·10 Feb 2026·Theo Marsh·complete

Bank reconciliations

Rowan Street Bakery · Q1 2026 close and filings

Open project

Rowan Street Bakery·CAS·6 Mar 2026·Theo Marsh·complete

Transaction coding

Rowan Street Bakery · Q1 2026 close and filings

Open project

Rowan Street Bakery·CAS·10 Mar 2026·Theo Marsh·complete

Payroll journal

Rowan Street Bakery · Q1 2026 close and filings

Open project

Rowan Street Bakery·CAS·11 Mar 2026·Theo Marsh·complete

Delete duplicate (manual) payments from Nexonia reimbursements

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·30 Mar 2026·Theo Marsh·complete

Process invoices in AP processor software- Wayfarer and Lanternway · Tuesday

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·31 Mar 2026·Theo Marsh·complete

Process monthly payroll in payroll software - Wayfarer

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·1 Apr 2026·Theo Marsh·complete

Record transactions via the bank feed based on client coding

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·2 Apr 2026·Theo Marsh·complete

Bank reconciliations

Rowan Street Bakery · Q1 2026 close and filings

Open project

Rowan Street Bakery·CAS·3 Apr 2026·Theo Marsh·complete

Nexonia EE reimbursement marking paid in Nexonia and SI

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·3 Apr 2026·Theo Marsh·complete

Record Deposits and other manual transactions in the GL via bank feed

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·3 Apr 2026·Theo Marsh·complete

Transaction coding

Rowan Street Bakery · Q1 2026 close and filings

Open project

Rowan Street Bakery·CAS·6 Apr 2026·Theo Marsh·complete

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)

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·6 Apr 2026·Theo Marsh·complete

Reclass the Work Fund Balance of the Short Term Fieldworkers to Short Term

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·6 Apr 2026·Theo Marsh·complete

Reconcile AP Third party with general ledger and AP ledger

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·6 Apr 2026·Theo Marsh·complete

Delete duplicate (manual) payments from Nexonia reimbursements

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·6 Apr 2026·Theo Marsh·complete

Process invoices in AP processor software- Wayfarer and Lanternway · Tuesday

Wayfarer Missions · Monthly accounting · September and October

Open project

Wayfarer Missions·CAS·7 Apr 2026·Theo Marsh·complete

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Tasks

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complete

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