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invoice reconciliation

topic
2 meetings, 22 action items
Meetings (2)
Apr 2 6:12PM
Apr 2 3:16PM
Action Items (22)
Apr 28, 2026
Level set with Kent on invoice payment plan
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Apr 28, 2026
Send invoice summary to accounting@techo.com
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Apr 28, 2026
Develop plan for Andrew's extended engagement
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Apr 28, 2026
Prepare Eugene for deployment responsibilities
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Apr 28, 2026
Review mobile app developer resumes from September/October
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Apr 28, 2026
Interview Hassan for project manager role
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Apr 28, 2026
Explore Eastern European senior software engineer options
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Apr 28, 2026
Revive US-based senior software engineer search
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Apr 28, 2026
Evaluate Tant Lee for front-end and backend developer placement
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Apr 28, 2026
Assess Romar's current engagement and accountability
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Apr 28, 2026
Explore agentic workflow engine implementation
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Apr 28, 2026
Verify and provide missing bank statements for February and March
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Apr 28, 2026
Reconnect or manually upload Wise account transactions
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Apr 28, 2026
Investigate Stripe integration and implement proper accounting integration
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Apr 28, 2026
Explore GoHighLevel to QuickBooks integration
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Apr 28, 2026
Provide payroll and hiring plan scenarios to financial team
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Apr 28, 2026
Execute payroll reductions and team restructuring
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Apr 28, 2026
Reconcile revenue discrepancies across systems
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Apr 28, 2026
Review and test Lucid financial platform
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Apr 28, 2026
Verify QuickBooks and GoHighLevel synchronization
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Apr 28, 2026
Reclassify Stripe loan payment in QuickBooks
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Apr 28, 2026
Share Google Drive folder with financial team
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