Restricted — Founder Level
Founder Admin
Roles, portal permissions, invitations and the compliance audit trail. Every destination lives in the left rail — nothing is stacked down the page.
Operations
Operating console
Home
Monday 5 October
Good afternoon, Yared
Here is where Y&J stands today, and what needs you before anything else.
Needs your attention
Cleared in order, this is your day
Colour key
- Red (flashing)— Money or compliance at risk — act today
- Amber— Waiting on a founder approval
- Blue— In flight — no action needed yet
1
Client actions
Waiting on the client
1
Overdue invoices
£4,125
1
Commercial follow-ups
Opportunities and accounts
Business pulse
Live figures — click any number to open the records behind it
Billed to date
£7,685
£3,560 collected
Open invoicesOutstanding
£4,125
£4,125 overdue
Open receivablesActive clients
3
3 live mandates
Open client journeysOpen items
6
0 ready to invoice
Open the workboardRecent movement
A restrained stream of what the business has actually done
- ClientHarlow Fine Foods Ltd — Founder approval requested — Yared approved.Cold-pressed rapeseed range1969-12-31
Open - ContractHarlow Fine Foods Ltd — C-0001 founder approval requiredVersion 21969-12-31
Open - ClientNorthlake Hotels Group — Shortlist of 3 prepared for evaluation.Sourcing brief — housekeeping consumables1969-12-31
Open - Due diligenceAmbrose Botanicals — Trade price list — Q4 revisionPricing1969-12-31
Open - ClientHarlow Fine Foods Ltd — Insurance and allergen evidence verified by Y&J.Cold-pressed rapeseed range1969-12-30
Open - ClientAmbrose Botanicals — August sales report submitted by client.Botanical soft drinks1969-12-30
Open - ContractAmbrose Botanicals — C-0002 activeVersion 31969-12-30
Open
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Coming up
Deadlines, payments and reviews in date order
- Nothing scheduled — the floor is clear.