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What is waiting on you
Active work — quietest first
Pipeline and holds
The team and what sits with them
Every open action
Invoicing
Where these numbers come from
Monograph has no API, so these figures are read from what SMA already sends: Becky's monthly invoicing approvals and Lisa's invoice packets. QuickBooks Online holds the books and is the next feed to connect — once it is, invoiced, received and outstanding fill in per project automatically.