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Elena PetrovaNorthwind Industries

Good morning, Elena

Here's where things stand with Acme.

New request
Outstanding
$8,450.00
2 open invoices
Next due
Oct 31
INV-1042, $6,300.00
Open tickets
1
Reply from Sam, 2h ago
Projects on track
2 of 3
Next milestone Nov 4

Open invoicesView all

INV-1037Overdue$2,150.00PDF
INV-1042Due Oct 31$6,300.00PDF
INV-1029$4,800.00PDF

Your projectsOpen

2026 tax filing72%
Q4 bookkeeping35%
Payroll setupDone

Recent documentsAll files

Engagement letter 2027To sign
Q2 payroll summary.xlsxJul 8

From your team

SO
Sam Ortiz2h ago
Two new hires started on Sep 29. Can you send their start forms?

Invoices$8,450.00 open

INV-1042$6,300.00Issued Oct 1Due Oct 31
INV-1037$2,150.00Issued Sep 12Overdue
INV-1029$4,800.00Issued Sep 1
INV-1018$4,800.00Issued Aug 1
INV-1006$4,800.00Issued Jul 1
INV-0994$5,600.00Issued Jun 1
INV-1042Due Oct 31PDFPay $6,300.00
AC
Acmeaccounts@acme.com

INVOICE

INV-1042
Bill toNorthwind Industries
Attn. Elena Petrova
IssuedOct 1, 2026
TermsNet 30
DueOct 31, 2026
ItemQtyRateAmount
Q3 tax advisoryEstimated payments and planning12 h$250.00$3,000.00
Year-end planning sessionWith the partners, Sep 241$1,500.00$1,500.00
Payroll onboardingTwo new hires2$450.00$900.00
Bookkeeping catch-upSeptember6 h$150.00$900.00
Subtotal$6,300.00Balance due$6,300.00

Subscriptions

Your plan with Acme, and the others you can switch to.

Bookkeeping Plus
Renews Nov 1, 2026 · Billed monthly
Visa ending 4242Update card
$640 / month
Essentials
$320 / month
  • Monthly bookkeeping
  • Quarterly tax estimates
  • Year-end filing
Switch to Essentials
Bookkeeping PlusCurrent plan
$640 / month
  • Everything in Essentials
  • Payroll for up to 25 people
  • Monthly review call
Cancel subscription
Complete
$1,150 / month
  • Everything in Plus
  • Payroll for up to 100 people
  • Advisory and forecasting
Upgrade to Complete

Billing historyAll payments

Oct 1, 2026Bookkeeping Plus, October$640.00PDF
Sep 1, 2026Bookkeeping Plus, September$640.00PDF
Aug 1, 2026Essentials to Bookkeeping Plus$480.00PDF
Q4 bookkeepingOct 1 to Jan 20 · Led by Sam Ortiz
TasksMilestonesFiles
SOMREP
Progress35%
Waiting on you2
Upload September bank statements
Approve Q3 adjusting entries
With Acme3
Reconcile September accounts
Prepare Q3 management accounts
Year-end close checklist
Done2
Q3 sales tax return
Chart of accounts review

Upload September bank statementsDue Nov 4

Assigned toEPYou
Requested bySOSam Ortiz
MilestoneQ3 accounts approved
Statements2 of 4
Business checking
Business savings
Company credit card
Payroll account
checking-sep-2026.pdfsavings-sep-2026.pdf
SO
Sam OrtizYesterday
Thanks @Elena, both statements are in. Just the card and payroll accounts left and we can close September.
Write a comment…Attach

Documents

Your Acme folder, kept in sync with Zoho WorkDrive.

Upload files
Contracts6 files
Payroll14 files
Tax returns9 files
Uploads22 files
Recent
To sign
Engagement letter 2027.pdfFrom Acme · Oct 15
Q3 management accounts.pdfFrom Acme · Oct 10
Q2 payroll summary.xlsxFrom Acme · Jul 8
Drop files here
Add to UploadsSaved straight to WorkDrive
Engagement letter 2026.pdfSigned by you · Jan 4
Warehouse inventory photos.jpgUploaded by you · Oct 6
September bank statements.zipUploaded by you · Oct 3
2026 payroll register.xlsxFrom Acme · Sep 30

TicketsNew

#4821Waiting on you
Payroll export for October
#4807Open
Add a second admin to the portal
#4790
Update our billing address
#4766
Copy of the 2025 tax return
#4731
Change of bank details
Payroll export for October#4821 · Opened from the portal yesterday
EP
Elena PetrovaYesterday, 4:10 pm
Could you send October's payroll export as a CSV? Our finance system needs it by Friday.
Sam Ortiz picked this up
SO
Sam OrtizAcme · 2h ago
Here it is. Two hires started mid-month, so their pay is prorated. Can you confirm their start dates before we run November?
payroll-october-2026.csvCSV · 18 KB
Status changed to Waiting on you
Reply to Sam…Send

Ticket details

StatusWaiting on you
PriorityHigh
Assigned toSOSam Ortiz
DepartmentPayroll
Reply by Fri, 12 pmSo the export reaches your finance team in time.
RelatedQ4 bookkeeping

Account overview

Shared by Acme. Showing Northwind Industries only.

Last 12 monthsExport
Invoiced, 12 months
$63,650
+12% on last year
Outstanding
$8,450
$2,150 overdue
Days to pay
18 days
6 days faster
Hours this quarter
86 h
Across 3 projects

Invoiced and paidInvoicedPaid

From Zoho Books, by month
$0K$2K$4K$6K$8KSep · $6,950NovDecJanFebMarAprMayJunJulAugSepOct

By service

Invoiced, last 12 months
$63.7K12 months
Bookkeeping$26,730
Payroll$17,820
Tax and advisory$11,460
Other$7,640

Hours by project

From Zoho Projects, this quarter
2026 tax filing42 h
Payroll setup26 h
Q4 bookkeeping18 h

Open invoices by age

What's due and how long for
Not yet due$6,300
1 to 30 days$2,150
31 to 60 days$0
Over 60 days$0

Support tickets

From Zoho Desk, by month
MayJunJulAugSepOct5
Ask Acme
Answers come only from your own records
Hi Elena. Ask me anything about your account with Acme: invoices, tickets, projects or documents.
What do I owe and when is it due?
You have two open invoices.
INV-1037 · $2,150.00Overdue since Oct 12
INV-1042 · $6,300.00Due Oct 31
Total open: $8,450.00
Ask about your account…