Operations
Task Center
Recurring finance work organized by cadence. Check items off as you go — progress holds for the session.
Internal· Due End of day
0/4
Record daily transactions
Enter all income and expense transactions into the accounting system.
Internal· Due Morning
0/4
Bank account check-in
Verify balances and flag any unexpected activity across operating accounts.
Internal· Due End of day
0/3
Log incoming invoices & bills
Date-stamp, code, and route invoices for approval.
Grants
0/3
Document grant expenses
Attach backup documentation to any expenses charged to grant funds.