✓ Data verified· as of Jun 12, 5:37 AM
Finance
Kassidy Hannah — Finance Controller
Today's Recommendations
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Morning Dashboard — 6:00 AM
1
Cash PositionGlance · ~2 min
Loading bank balances…
Escalate to Kevin only if cash threatens obligations.
2
Occupi → RM Sync StatusFix reds · ~10 min
Prior-day comparison: All matched. 847 payments processed, 0 mismatches. Flag Chelsey if recurring config issues emerge.
3
Avid Invoice QueueCode & route · ~10 min
12
Pending
3
48hr+
1
72hr+
Code and route. New vendors → Alan for approval.
4
Budget vs. Spend TrackerInvestigate flags · ~5 min
MTD Spend:$412,800
MTD Budget:$395,000
+4.5% Over
2 properties flagged >10% over budget. Kassidy owns the budget — no permission needed within budget.
5
Collections BoardCoordinate 31+ · ~5 min
$342K
Total AR
$34K
31-60
$9.5K
90+
31-60 → Chelsey. 90+ → Kassidy + Chelsey decide together.
6
Bill Pay Lookahead (7 Days)Approve within budget · ~5 min
Due next 7 days:$186,400
Projected balance after:$660,893
Approve within budget. Danger zone → Kevin flag.
7
Lender Compliance BoardWork the red · ~5 min
6
Complete
3
In Progress
1
Not Started
~10 lender relationships. Bank Package button = one-click RM report gen. Pre-stage docs 30 days before annual review.
Platform Auto-Checks (Exception Only)
Management Fee Tracker
10% (6+4)
Collected + accrued visible
GL Coding Scan
2 flagged
Misc/Other without notes
Security Deposit Recon
Matched
RM ledger vs. bank daily
AR Aging Trend
Stable
Week-over-week
Payroll Reminder
6 days
Until FirstDigital deadline
Lender Follow-Up
1 pending
No response 7+ days