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Active jobs by time since last movement
What is waiting on you
Active work — quietest first
Pipeline and holds
The team and what sits with them
Every open action
Where the money is going
Money movements
Invoicing on record
Where these numbers come from
These figures are read straight from the accounting mail that passes through the office — Lisa, Becky, Bobby, Marie at Accounting Pros and Isabel at Quick Counting — the same way the CCI apps read their own mail. Money in is client checks, deposits and invoices SMA issued; money out is bills, payroll, benefits, insurance, software and card spend; intercompany is money moving between CCI and SMA. QuickBooks Online holds the closed books and is the next feed to connect for a fully reconciled total.