video1.0<iframe src="https://www.loom.com/embed/23b8f0f8935f4521aa3d9d9f8b3aab7c" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/23b8f0f8935f4521aa3d9d9f8b3aab7c-a3296934c48a69fd.gif266.979In this video, I walk you through the process of updating our daily report, emphasizing the importance of changing the date to reflect the current day, which is November 5th today. I explain how to copy pending payments from Xero, identify customer types, and filter the data accordingly. After verifying which invoices have been paid, I instruct you to update the next cleaning dates for our customers, ensuring we keep track of follow-ups for November 6th, 7th, and 10th. Please make sure to complete these updates and follow up with the necessary emails. Let’s stay organized and on top of our tasks!