Track what has been received, what is pending and what is late. Notes, attachments and the date received live on the cell, so your close stays audit ready without a spreadsheet round trip.
Drop an .xlsx and preview every row before anything is written. Append adds new funds, override updates matched cells only.
Set a status in two clicks. Received asks for the date it arrived, so the trail is complete. Notes and files live on the cell.
Outstanding items sorted by days overdue, split by your book or the whole team, with a daily digest on your threshold.
Status, date received, note and attachments live on the same cell. Every change is logged with who and when.
When a colleague has a cell open you see a ring and their name instead of a menu, so two people never overwrite each other.
Sort by name, completion or any month. Filter by frequency or by status within a month, then clear it all in one click.
Select a block of cells and set a status once. Cells you cannot access or that are locked are skipped and reported.
Completion by fund and client, trend across the year, and every open period ranked by days overdue.
Import history keeps every batch with a revert that respects manual changes made since. Export the grid whenever you need it.
Admins, members and viewers. Assignment by client or fund, additive grants with an optional expiry date, reversible archiving, and a daily digest that fires on your own overdue threshold.
See the settings screenEvery route is live: the grid, the queue, insights, import and settings, with real multi user states.
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