What needs updating
4 missing · 3 stale · 0 to verify. Each item shows the exact report and a button to fix it.
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stale
· Subcontractor pay
Sub pay data is 79 days old
Last refreshed 79 days ago — the portal's pay & 'owed' figures are going stale.
Report: QuickBooks → Reports → Expenses by Vendor (customer/tag detail), exported as CSV
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Upload sub cost CSV |
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missing
· Monthly close · 2026-07
Transaction report — missing
Transaction report for 2026-07 hasn't been uploaded to the close tracker.
Report: Transaction report (2026-07) — export/PDF from QuickBooks or your bank
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Upload Transaction report |
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missing
· Monthly close · 2026-07
Profit & Loss — missing
Profit & Loss for 2026-07 hasn't been uploaded to the close tracker.
Report: Profit & Loss (2026-07) — export/PDF from QuickBooks or your bank
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Upload Profit & Loss |
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missing
· Monthly close · 2026-07
Balance Sheet — missing
Balance Sheet for 2026-07 hasn't been uploaded to the close tracker.
Report: Balance Sheet (2026-07) — export/PDF from QuickBooks or your bank
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Upload Balance Sheet |
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missing
· Monthly close · 2026-07
Vendor costs by subcontractor — missing
Vendor costs by subcontractor for 2026-07 hasn't been uploaded to the close tracker.
Report: Vendor costs by subcontractor (2026-07) — export/PDF from QuickBooks or your bank
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Upload Vendor costs by subcontractor |
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stale
· Revenue
Revenue data is 31 days old
Client payments haven't been imported in 31 days — revenue/margin figures are going stale.
Report: QuickBooks → client payments / revenue export (the biweekly source)
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Import revenue |
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stale
· Marketing
Google Business Profile data hasn't refreshed in 6 days
Google Business Profile data syncs automatically — 6 days stale usually means the sync is down and needs a look.
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Open marketing dashboard |
Checked live against sub pay, monthly-close docs, revenue, and the marketing syncs. You also get this as an email whenever something's been stale for 7+ days.