Project 77Virtual Assistance

Overview

  • Dashboard
  • Pipeline
  • Queue
  • Schedule
  • Reports
  • Insights
  • Notifications

Records

  • Clients
  • Workflows
  • SOPs
  • Tickets

Workspace

  • Tasks
  • Team
  • SLA metrics
  • Saved reports
  • Import
  • Settings
Suggest a change← Operating Platform

Boston small-multifamily
back-office & support operations

Project 77Virtual Assistance
Suggest a changePlatform
  • Dashboard
  • Pipeline
  • Queue
  • Schedule
  • Reports
  • Insights
  • Notifications
  • Clients
  • Workflows
  • SOPs
  • Tickets
  • Tasks
  • Team
  • SLA metrics
  • Saved reports
  • Import
  • Settings
DashboardWorkflowsDetail
/
⌘K
Boston, MA
Workflows

AP invoice processing

QBR

Finance · Project 77 Finance & AP

Client

Project 77 Finance & AP

assigned to Jordan Lee

Monthly hours

40h/mo

10h/wk × 4

Category

Finance

pilot began Apr 1, 2026

Age

60d

2 tickets · created Jul 14, 2026

  1. Discovery
  2. Workflow mapping
  3. Pilot
  4. Managed
  5. QBR

Workflow details

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Ticket timeline

Opened through resolved, on a shared date axis

Duplicate payment flaggedIn progress
Vendor invoice #4521 needs approvalOpen
Jun 28, 2026Sep 12, 2026

Tickets & QBRs

This workflow's ticket history and review cadence

  1. Ticket opened — Vendor invoice #4521 needs approval

    Jul 1, 2026

  2. Ticket opened — Duplicate payment flagged

    Jun 28, 2026

  3. Quarterly business review held

    Jun 15, 2026

Retained material-change history

Tags & owner

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Status history

Status/active transitions, most recent first

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Activity log

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Tasks

1 open of 1

Attachments

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Prep Q3 QBR deck for Finance & AP

Casey Kim · Overdue Jul 15, 2026