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DOT Lookup
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Active Subscriptions
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Active Customers
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Monthly Revenue
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Open A/R
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New Sign-Ups
Order Fulfillment — Last 30 Days
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Total Orders
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Revenue
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Pending Fulfillment
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Needs TazWorks
YOUR JOB: VERIFY EVERY ORDER WORKED END-TO-END
Every order that comes in lands in the Pending tab. Your job is to confirm the entire process completed successfully:
  1. Payment — Was the card charged in Authorize.net?
  2. Invoice — Was the invoice created in Zoho Books?
  3. Fulfillment — Did the ordered service actually get delivered?
    • Drug test: Confirm the ePassport was issued AND sent to the driver
    • MVR / BGC / PSP / CHQ: Confirm the order was entered in TazWorks and the QuickApp was sent
    • Add Driver to Pool: Confirm the driver was added in CRM
Everything except TazWorks entry is automated. If it worked, check the boxes and save your notes. The order moves to Completed.
Once you verify and check all the boxes, the order automatically moves to the Completed tab with a green "completed" status.
If something failed or is missing: complete the missing step yourself, write exactly what was wrong in the notes, and notify Nick or Sarahy immediately. Do not just check the box and move on.
Date Flow Company DOT# Driver Services Amount Trans ID Status
Flow 1 One-time drug test
New Enrollment New consortium signup
Member Portal Existing customer order
Flow 4 Background one-time
Pool Wizard Portal pool/driver action
Phone Phone agent order
Chat Chat agent order
Renewal Wiz Renewal audit wizard
Member Portal — OTP Login Activity
Legend
Actions
SEND OTP System texted a 6-digit verification code to the customer's cell phone
VERIFY Customer entered the 6-digit code to complete login
Results
SUCCESS OTP sent successfully or customer logged in
FAILED (otp_expired) Code expired or already used — customer needs to request a new one
FAILED (otp_invalid) Customer entered the wrong code
Source Pages — Where the customer was trying to log in
Member Orders / Portal — members.verticalidentity.com/account (order drug tests, MVR, BGC, manage drivers)
Renewal Audit Wizard — annual compliance renewal audit (confirm drivers, update payment)
Qtrly Pool Verification — quarterly driver pool review (confirm active drivers)
Time DOT Company Contact Phone Action Result Source
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Q2 2026 Random Drug & Alcohol Testing
EXPORT CSV FULL POOL CSV
Next O/O Day-0 Batch — Approval Required
HOLD
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DriverDOTCompanyTest TypePhoneEmailLast RDTContactsAction
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▾ On Hold 0
DriverDOTCompanyTest TypeHold ReasonPhoneEmailContactsAction
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Completed
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Notified
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Selected (Pending)
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📞 Calls Due Today
Issues requiring follow-up call
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Overdue (Day 7+)
Daily Action Items
0
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Issues — Needs Attention
0
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All Selections — 0 shown (500 primaries + 100 alternates)
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Account DOT Driver Type Test Status Notified Completed Action
Notification Cadence
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Definitions
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Annual DOT Compliance Renewal Audit
EXPORT CSV
Subscription Growth
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Active Live NOW
MRR: $--
0
New
0
Cancelled
0
Net
0
New
0
Cancelled
0
Net
Compliance Wizard — Next 14 Days (0 renewals)
0
Completed
0
Started
0
Sent (No Response)
0
Not Yet Sent
Renewed (Paid) 0 accounts
Unpaid — CC Issue 0 accounts · $0 at risk
CompanyDOTAmountDays LateStatusWizard
Unpaid — SAFER Issue 0 accounts · $0 at risk
CompanyDOTAmountSAFERDays LateStatusWizard
SAFER Authority Issues — Expect Inbound Calls (0)

These carriers show NOT AUTHORIZED or OOS and are for-hire interstate — they cannot complete the renewal wizard online. They will need to call in.

CompanyDOTRenewalAmountSAFERReasonStatus
Annual DOT Compliance Renewal Audit — Notification Cadence
View All Templates →
D14
Initial Notification — SMS + Email to ALL contacts
Scenario 1: All Clear (auto-renew info) · Scenario 2: No CC (add card CTA) · Scenario 3: SAFER Issue (are you still operating?)
D5
Final Reminder — SMS + Email (non-auto-renew only)
Urgent tone · No CC and SAFER issue accounts only
D0
Renewal Day — Check charge result
Success → confirmation SMS + email · Failure → triggers recovery cadence
+1
Payment Failed — SMS + Email with payment link
Update your card · Portal link for CC entry
+3
Follow-Up — SMS reminder
Payment still past due
+7
Escalation — SMS + Email + Desk Ticket (Urgent)
Human follow-up · Drivers at risk of pool removal
+14
Final Notice — SMS + Email + Desk Ticket
Membership cancellation pending · Call immediately
\u2728 Reactivation Campaign — Win Back Cancelled Carriers
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Total Sent
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Invoices Paid
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Reactivated
$--
Revenue Recovered
CompanyDOTOfferOriginalDriversLinkSMSEmailPaidReactivated
Campaign not launched yet
Outreach Templates
SMS FROM 602-899-1606:
URGENT: [Name], your random drug & alcohol testing program with Vertical Identity for [COMPANY] (DOT# [DOT]) lapsed on [DATE]. You are NOT enrolled in our random pool right now. Come back at 50% off \u2014 just $[AMOUNT] for the year. Get your drivers covered ASAP: [PAYMENT LINK] or call 602-899-1606. \u2013 Vertical Identity
How to Read SAFER Status
✅ "NOT AUTHORIZED" but DOT is Active
This is normal. The carrier is private (hauls own goods) or intrastate only. They don't need federal operating authority. Their DOT is active and they're good to go.
✅ No MC Number + No BIPD Insurance
Totally fine for private and intrastate carriers. They don't need an MC number or BIPD insurance filed with FMCSA. The state handles their insurance requirements, not the feds.
❌ Has MC + Authority INACTIVE + No BIPD
Real problem. This is a for-hire interstate carrier whose authority went inactive and has no insurance on file. They need to reinstate authority and file proof of insurance with FMCSA. This triggers a notification on 4/1.
⛔ Out of Service
Most serious. FMCSA has issued an order. The carrier cannot legally operate until the OOS order is resolved. They should contact FMCSA directly. We exclude them from random pool.
⚠️ MCS-150 Overdue
Recoverable. Carrier just needs to file the biennial MCS-150 update. FMCSA will deactivate the DOT if not filed. DO NOT cancel a customer over this — notify them to file the update.
ℹ️ FF Number vs MC Number
FF = Freight Forwarder, not a Motor Carrier. An FF number does NOT mean the carrier has interstate authority. Only MC numbers indicate motor carrier operating authority. No MC = no BIPD/BOC-3 requirement.
⚡ Quick Decision Cheat Sheet
DOT Active?OOS?Carrier TypeHas MC?BIPD on File?Verdict
✅ YesNoPrivateNoN/A✅ GOOD TO GO
✅ YesNoIntrastateNoN/A✅ GOOD TO GO
✅ YesNoFor-Hire InterstateYesYes✅ GOOD TO GO
✅ YesNoFor-Hire InterstateYesNo❌ NEEDS INSURANCE
✅ YesNoFor-Hire InterstateYes (Inactive)No❌ AUTH + INSURANCE
⚠️ YesNoAnyAnyAny⚠️ MCS-150 OVERDUE
❌ No--Any----❌ FILE MCS-150 NOW
--⛔ YesAny----⛔ CANNOT OPERATE
Monitoring Overview
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Live Customers Monitored
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Checked This Cycle
0
Out of Service
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Pending Check
Most Recently Checked
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DOT NumberLast Checked
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Oldest / Needs Refresh
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DOT NumberLast Checked
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Team Performance — Hubstaff Daily Report
Date
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Members Tracked
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Avg Hours
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Avg Activity %
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Flagged
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Total Calls
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Total SMS
Sources:
BOOKS sales (auto) HUBSTAFF hours · activity · keyboard · mouse · idle JUSTCALL calls out · calls in · talk min · SMS DESK tickets touched · closed CRM records · notes · emails (weekly upload) TAZWORKS backgrounds — processing + order entry (panels below)
Name Sales Hours Activity % Keyboard % Mouse % M:KB Ratio Idle Hrs Calls Out Calls In Talk Min SMS Tix Touched Tix Closed CRM Recs Notes CRM Email CC Act
Select a date and click Load
Rows with a subtle red tint have HIGH-priority flags. Hover the name cell to see which flags fired. TazWorks order-entry totals now live in the weekly "TazWorks — Orders Entered" scorecard below.
Hubstaff Flag Legend — click to expand
HIGH · ZERO IDLE 0 idle hours with 6+ hours tracked — humans naturally go idle
HIGH · EXACT 8HR Exactly 8.00 hours tracked — suspiciously precise
HIGH · KEYBOARD VERY LOW Keyboard <10% while activity >40% (mouse-jiggler signature)
HIGH · EXTREME MOUSE RATIO Mouse:keyboard ratio >5.0x
WARN · ELEVATED MOUSE RATIO Mouse:keyboard ratio 3.0-5.0x
WARN · LOW ACTIVITY Activity % below 30% threshold
WARN · SHORT DAY Fewer than 4 hours tracked
TazWorks — Weekly View
TazWorks Week —
TazWorks — Completion Work
Who ran searches and closed reports. Mostly Kathryn, Claudia, Wasim, and Junaid territory — the rest of the team shows up in the Orders & CC Actions panel below.
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Processor Incomp Rpts Incomp Srch Comp Rpts Rpt TAT Comp Srch Srch TAT Revenue
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Source: TazWorks Productivity Snapshot. Captures completion side — who ran each search / closed each report. "Unassigned" = API-placed auto-complete orders (Instant MVR, Federal Criminal, Terrorist Watchlist, etc.).
TazWorks — Orders Entered
Weekly per-staff rollup of TazWorks orders keyed in (counted by the day placed, not completed). Order-entry producers like Louwell, Adam, and Dexter are invisible on the Completion Work panel above — this table makes their work visible.
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Entered By Orders Entered Clients First Last Top Products
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Overview
Agents
Registry
Architecture
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Live Workers
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In Build
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Planned
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Total
Agent Run History
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QA Sweep History
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Recent Operator Actions
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▶Renewal Agent Detail
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▶QA Agent Detail
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▶Orders Detail (vid-orders)
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▶FMCSA Scraper Detail
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▶Random Agent Detail
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▶Billing Agent Detail
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Worker Registry
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Stack Connections
10 services
🔴
Zoho CRM
Customer & driver records
API: /crm/v7/Accounts/
Connected · v7
📗
Zoho Books
Invoicing & billing
Org: 671481277
Connected
📋
Zoho Subscriptions
Recurring billing
Org: 671481277
Connected
🔬
TazWorks
Background screening
Via DO proxy
Connected
🎙️
Retell AI
Voice + chat agents
Reads/writes CRM live
Connected
🏛️
FMCSA / SAFER
Carrier lookups
SaferWebAPI.com
Connected
🗄️
Supabase
Lead storage & dedup
PostgREST
Connected
💳
Authorize.net
Payment processing
Accept.js SDK
Connected
☁️
Cloudflare
Workers + Pages runtime
vault.js for creds
Active
🌐
Browserless.io
Remote Chrome via CDP
eScreen login bypass
Free — 1k units/month
Connected
Supabase Tables
order_submissions
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Every drug test order submitted through any VID flow
agent_runs
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One row per worker invocation — health monitoring and crash detection
operator_actions
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Every action taken by staff inside Command Center
qa_run_log
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One row per QA sweep run — timing, findings count
qa_audit_log
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Individual QA findings — open issues for staff to resolve
random_selections
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Every driver selected for random testing — primary audit record
random_pool_snapshot
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Pool of eligible drivers frozen at time of selection
random_notifications
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Every notification sent to selected drivers
random_audit_trail
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VIEW — joins selections + notifications + results for DOT audit
random_audit_summary
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VIEW — quarter-level summary for auditor overview
escreen_results
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Drug test results scraped from myescreen.com
escreen_orders
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Drug test orders placed via Playwright automation
renewal_queue
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Upcoming subscription renewals
renewal_notifications
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Notifications sent in renewal cadence
customer_fmcsa_status
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Daily SAFER monitoring data per customer
carriers
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New authority lead database from FMCSA scraper
winback_campaigns
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Cancelled customer reactivation campaign
Order Flows
1
One-Time Drug Test
orderlabtest.com
Non-member trucker needs a single DOT drug test. No membership required.
Visit →
2
New Enrollment
members.verticalidentity.com/enroll
New motor carrier signs up for consortium + adds drivers + picks add-ons.
Visit →
3
Member Portal
members.verticalidentity.com/account
Active member adds drivers, orders services, manages account.
Visit →
4
À La Carte
orderlabtest.com/order
Anyone orders MVR, BGC, PSP, Clearinghouse, or Drug Test individually.
Visit →
Workflow Map
Key Flows
Inbound Call → Scheduling
Phone call
Retell AI→Front Desk Auth→CRM Lookup→TazWorks Order→eScreen Automation→SMS Confirmation
New Enrollment
Web form
members.vi.com/enroll→Authorize.net→CRM Create→Books Invoice→Subscriptions→Welcome Email
One-Time Drug Test
Web form
orderlabtest.com→Authorize.net→eScreen Order→ePassport to Driver→GHL Lead
Random Selection
Quarterly cron
Pool Audit→Random Agent→Driver Notify→eScreen Order→Results Route
FMCSA Lead Gen
Daily cron
Census Scrape→Supabase Store→Enrich→CRM Sync→Email Report
SAFER Monitoring
40-min cron
Customer DOTs→SAFER Snapshot→Diff Check→CRM Update→Alert Email
Business Rules & Constants
Always-True
EMAIL_SENDER
All outbound email from consortium@verticalidentity.com — no exceptions. No hardcoded IDs in from object.
CRM_WRITE_FIRST
Never write to Zoho Books without a confirmed CRM record. Books record requires CRM Account ID.
NO_HARDCODED_PRICING
All prices fetched from vid-orders GET /prices. Only exception: price constants in vid-orders/src/index.js.
DRIVER_MODULE
Drivers live in CRM CustomModule5. DOT lookup field: DOT_CA_Number. Never use Contacts for drivers.
CRM_API_PATH
Module is "Customers" in UI but API path is /crm/v7/Accounts/. Never use /crm/v7/Customers/.
NO_HARDCODED_SECRETS
All credentials via vault.js at runtime. Never hardcode API keys, tokens, GUIDs, or passwords.
ZOHO_API_VERSION
Always Zoho CRM v7. Use sort_by=id&sort_order=asc with page_token pagination.
DRUG_TEST_VENDOR
ALL drug tests route through vid-escreen-agent Playwright automation. ClearMD removed 3/25.
ONE_TIME_TO_GHL
One-time orders (Flows 1+4) go to Zoho Books + GHL only — NOT CRM. CRM is consortium members only.
NEW_WORKERS_HONO
All new workers must use Hono framework. Existing workers not yet migrated.
Cloudflare Pages
ProjectDomainPurposeFlows
vid-pagesmembers.verticalidentity.comMember portal — enrollment, account mgmt, pricing, pool dashboard2 3
orderlabtestorderlabtest.comWhite label — one-time drug tests + a la carte services1 4
Internal Dashboards
📊
SEO Dashboard
Google Search Console analytics, keyword rankings, competitor tracking, content audit scores.
vi-seo-dashboard.sarah-8e8.workers.dev
🌐
Network Dashboard
Operations focus board, domain portfolio, build pipeline, competitor intelligence.
vi-network-dashboard.sarah-8e8.workers.dev
💰
Billing Dashboard
A/R aging, collection status, late renewals, payment recovery tracking.
vi-billing-agent.sarah-8e8.workers.dev
Fulfillment
? How It Works

1. Enter a DOT number and click Lookup. The system pulls the customer's info from Zoho CRM — company name, DER contact, phone, email, driver count, and subscription status.

2. Pick a service and click Generate & Send.

3. What happens behind the scenes:

  • DFWP — Generates a customized 23-page Drug & Alcohol-Free Workplace Policy PDF (49 CFR Parts 40 & 382). Company name is injected throughout. If a DER is on file, their name and phone appear on the document. If not, those fields are left blank for the customer to fill in. The PDF is emailed to the DER (or primary contact) and attached to the CRM record.

4. Download link appears after generation so you can also save or re-send the PDF manually.

More services coming soon: COE, Clearinghouse Setup, BOC-3, UCR.

Recent Fulfillment Activity
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Live Websites & Portals
🏢
Main Website
Brand site, SEO content hub, service pages, blog.
verticalidentity.com
👤
Member Portal
Active member account management — add drivers, order services, view subscriptions.
members.verticalidentity.com/account
📝
Enrollment
New motor carrier consortium signup — drivers, add-ons, payment.
members.verticalidentity.com/enroll
🧪
OrderLabTest
White label ordering — one-time drug tests and a la carte services.
orderlabtest.com
🎯
Pool Dashboard
Random drug testing pool verification and audit tracking.
members.verticalidentity.com/pool-dashboard.html
💲
Pricing Page
Public pricing for consortium membership and services.
members.verticalidentity.com/pricing
System Health
RECONCILER
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CATEGORIZER
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REPORTER
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Reconciliation Status
AUTH.NET
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STRIPE
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Matched (30d)
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Exceptions (30d)
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Manual (30d)
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Open Exceptions
Uncategorized Transactions
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Date Account Amount Description Notes for Jason
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Exception Queue (Needs Review)
DateSourceExpectedFoundTypeNotesAction
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Monthly Reconciliation
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Payroll Sync
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Last Reconciler Run
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Post a Notice
Message
NOTICE HISTORY
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User Access Management
ADD NEW USER
Email
Name
Role
REGISTERED USERS
EmailNameRoleTabsAction
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Data Management
SUPABASE TABLES
Table Rows Export CSV
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