| 01 · Money Out Triggers |
Mark (WA property/admin chats) · Ritchie (email → WA) |
Mark files Dropbox → Admin check (compare to SOW/rate) → VPT entry → Andrew approves → Michelle prepares (Thu 2pm) → Shlomo pays (Fri EOD) |
QB (Edmar) · Dropbox · VPT |
| 02 · Money Out Proofs |
Mark (WA screenshots) · Ritchie (email receipts) |
Path A: Elmie matches bank feed → attach proof → categorize in QB. Path B: investigate → Queries GSheet/Temp Account → escalate Ritchie → Andrew → Shlomo |
QB (payment matched) · Dropbox (proof) |
| 03 · Records |
Ritchie (email) · Andrew/Ritchie (WA, action items) |
Name doc (YYYY.MM.DD) → Action-first if needed (permits, forms) → Extract data if applicable (insurance → TC Tracker, permits → Calendar) → File to Dropbox folder |
Dropbox · TC Tracker · Project Admin Calendar · VPT |
| 04 · Ops Logs |
Jenn (labor hours) · Mark (field receipts, photos) |
Hector posts hours via WA per-property groups → Jenn screenshots + tags → Edmar plots on Audit GSheet → Edmar encodes Hector WE GSheet → Jenn 3× audit → VPT entry → QB Bill Payment → Michelle/Shlomo pay → Elmie reconciles splits |
GSheets (audit + WE) · VPT · QB · Dropbox |