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You
Create a ticket to chase the two missing receipts from the August close.
Assistant

Opened the follow-up for the missing receipts from the August close.

  • Created FIN-318 for the two outstanding receipts ($412.18 Figma, $89.00 Notion).
  • Assigned to Priya (card owner) with a due date of Oct 14.
  • Added the close checklist link so the controller can see it.
You
Add a reminder for Priya before the due date.
Assistant

Added a comment on FIN-318 asking Priya to attach both receipts and to reply if either charge is not hers. I also set a reminder for Oct 12.

You
Wait, is the Notion charge actually Priya's card?
Assistant

The Notion charge is on Marcus Webb's card, not Priya's.

  • Figma $412.18: Priya Nair, ending 4471
  • Notion $89.00: Marcus Webb, ending 9034

I opened FIN-319 for Marcus with the same due date.