May 2025 Bookkeeping Documents

Request for Sarah Mitchell

Status

In Progress

Due Date

May 20, 2025

Progress

60%

Reminders

Active

Missing Items (1)

Items the client still needs to upload

Payroll Summary

Payroll summary for May (if applicable)

Needed

Awaiting Review (1)

Files uploaded and ready for your review

Expense Receipts

receipts_may2025.zip(1.2 MB)

Approved (3)

Bank Statements

bank_statement_may2025.pdf

Credit Card Statements

cc_statement_may2025.pdf

Invoice Register

invoices_may2025.xlsx

Request Details

ClientSarah Mitchell
TemplateMonthly Bookkeeping
CreatedMay 1, 2025
SentMay 1, 2025
Last ReminderMay 14, 2025
Items3 / 5 complete

Activity

Uploaded receipts_may2025.zip

May 14, 2025, 2:32 PMbySarah Mitchell

Client opened secure link

May 14, 2025, 2:30 PMbySarah Mitchell

Automated reminder #3

May 14, 2025, 9:00 AM

Approved Invoice Register

May 13, 2025, 4:45 PMbyAdmin User