Did a client pay us yet

The bank and the books, together.

The Accountant checks the bank against the open invoice and says exactly what has been paid and what is still owed.

In

Lirie asks on Telegram at 19:55: ‘did Elion pay us yet?’

Out

Done

A clear answer: €3,000 of invoice 1187 arrived on 16 October, €1,800 is still open and 12 days overdue.

What it does

It looks in both places at once.

01Finds Elion’s payment in the bank
02Checks the payment against the open invoice
03Works out what is still owed and how late it is
04Offers to draft a reminder for Faton to send

When it asks you first

It shares bank figures with the right people only.

Shows bank figures only to people allowed to see them
Drafts the reminder, but a person decides whether it goes

What you see

Lirie gets the answer in the same chat, without logging in to the bank or the accounting system.

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