Clients waiting on docs
10
Docs outstanding
18
across all clients
Overdue (14d+)
3
chase these first
Open items
| Client | Outstanding doc | Waiting | Reminder |
|---|---|---|---|
Marie Boudreaux | Q2 bank statements | 21d | |
Dr. Alan Pierce | Payroll summary — Jun | 2d | |
Dana Vaughn | Receipts — mileage log | 9d | |
Beth Landry | Inventory count sheet | 16d | |
Tom Guillory | 1099 vendor list | 5d | |
Rick Simon | Depreciation schedule | 24d | |
Dr. Susan Cho | Credit card statements — Jun | 3d | |
Cody Broussard | W-9 (updated) | 11d | |
Angela Reyes | Sales tax filings Q2 | 6d | |
Gerald Comeaux | Rent roll — Q2 | 8d |