Acc Workspace
Invoicing, payments and job-data integrity for the accounts team — in one place.
🎯
Team Targets & Forecasting
Quarterly revenue targets and monthly actuals per team — the whiteboard, in the portal. Set next quarter from this year's run-rate plus the value of new contracts won.
Open Target Setter →
💷
Accounts Portal
The main accounts hub — billing overview and day-to-day tools for the finance team.
Open Accounts Portal →
🧾
Invoice Scanner
Scan and extract invoice data for quick review, matching and entry.
Open Invoice Scanner →
🔢
Missing Invoice Numbers
Flags completed jobs that have no invoice number recorded — so nothing slips through unbilled.
Open Missing Invoices →
⏳
Not Paid
Outstanding jobs that have been invoiced but not yet paid — chase-up list for the accounts team.
Open Not Paid →
🚫
Cancelled & Unfilled
Cancelled and unfilled jobs to reconcile against billing so cancelled work isn't charged.
Open Cancelled & Unfilled →
📑
Duplicate Addresses
Spots duplicate job addresses that may indicate double-booking or double-billing.
Open Duplicates →
✅
Data Quality
Job-record integrity checks — missing fields and inconsistencies that affect billing accuracy.
Open Data Quality →
🔁
No Access Reconciliation
Reconciles no-access visits so abortive jobs are tracked and billed correctly.
Open Reconciliation →
🗂️
Open Elmhurst Accounts
Open and review Elmhurst accounts pulled into the portal for processing.
Open Elmhurst Accounts →