pending
medium
Provide best time for month-end review calls between 9 AM and 1 PM PST
Re: Access - Follow ups
from Veronica Monea <[email protected] >
· Mon, 6 Apr 2026 14:17:09 -0300
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Veronica asks for the user's best time for longer month-end review calls to schedule one this week.
pending
medium
Review 1st Source Bank loan invoices due April 25th
1st Source Bank Invoices April Loan Invoices
from SM-SFG Loan Accounting <[email protected] >
· Mon, 6 Apr 2026 16:56:17 +0000
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Invoices for three loans are attached with a due date of April 25th; the user should review them and address any questions.
pending
medium
Follow up with Lottie on Avon folder access for Veronica
RE: Access - Follow ups
from Lottie Tai <[email protected] >
· Mon, 6 Apr 2026 10:52:24 -0500
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Lottie said she would email Ops to share the Avon folder with Veronica and let you know when done. A follow-up may be needed if access isn't granted promptly.
pending
medium
Attend AVR + Versatile: AP & Credit Cards meeting
Invitation: AVR + Versatile: AP & Credit Cards @ Wed Apr 8, 2026 9:30am - 10:20am (PDT) (JD Busfield)
from Veronica Monea <[email protected] >
· Mon, 06 Apr 2026 15:22:08 +0000
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You are an optional guest for this meeting on April 8, 2026, to review Bill.com, Ramp, and vendor invoices. Your attendance is a commitment.
pending
medium
Attend HDR: AP & Credit Cards meeting
Invitation: HDR: AP & Credit Cards @ Wed Apr 8, 2026 7:30am - 8:20am (PDT) (JD Busfield)
from Veronica Monea <[email protected] >
· Mon, 06 Apr 2026 15:18:50 +0000
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You are an optional guest for this meeting on April 8, 2026, to review Bill.com, Ramp, and vendor invoices. Your attendance is a commitment.
pending
medium
Review loan payoff recap from Emily Mann
RE: EXT: Sold Unit 97679
from SM-SFG Loan Accounting <[email protected] >
· Mon, 6 Apr 2026 12:32:33 +0000
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Emily Mann debited your account for a loan payoff and attached a recap, asking you to review it and let her know if you have questions.
pending
medium
Review pending Adobe app access request
You have 1 pending requests for Adobe apps to review
from Adobe <[email protected] >
· Sun, 5 Apr 2026 17:06:57 +0000
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The email states there is 1 pending request for Adobe apps that requires your review; someone is waiting to join your team, so action is needed to grant or deny access.
pending
medium
Schedule meeting with JD to discuss dashboard build
Re: RW Warehouse training next week
from Michael Dos Santos <[email protected] >
· Thu, 2 Apr 2026 20:11:40 -0700
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Mike explicitly requests to set a time next week to go over building a more robust dashboard, which requires coordination and action from the user (likely JD).
pending
low
Provide guidance to Dawna on uploading receipts to Ramp
Re: Card Declined - Versatile / invoice# BL0226_3493
from Dawna Saucedo <[email protected] >
· Thu, 2 Apr 2026 17:36:10 -0700
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JD offered to help Dawna understand how to upload receipts for sub-rental charges if she has questions; this is a standing offer that may require follow-up.
pending
medium
Schedule accounting call with Mike about ACH/QuickBooks payment tracking
Confirming ACH & Quickbooks payments from clients
from Michael Dos Santos <[email protected] >
· Thu, 2 Apr 2026 18:20:14 -0700
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Mike requests a call to discuss processes for confirming non-credit card payments and NET 30 status, which requires coordination.
pending
medium
Review revised counterproposal for 2911 Winona Ave sublease
RE: 2911 Winona Ave, Burbank - Luminys Systems - Draft Sublessor Response
from Patrick Reddy <[email protected] >
· Fri, 3 Apr 2026 00:10:20 +0000
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Patrick Reddy sent a revised counterproposal document that requires review and likely a response or approval.
pending
medium
Confirm and implement customer number settings in RentalWorks per Michelle's preference
Re: Customer Number Manual Override
from Jay Reiff <[email protected] >
· Thu, 2 Apr 2026 14:24:28 -0700
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A decision is needed on whether to use manual or auto numbering for customer accounts, following up on the thread with Michelle and Jay.
pending
high
Review and approve attached draft sublessor response for 2911 Winona Ave
2911 Winona Ave, Burbank - Luminys Systems - Draft Sublessor Response
from Patrick Reddy <[email protected] >
· Thu, 2 Apr 2026 23:38:51 +0000
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Patrick Reddy has sent a draft sublessor response for review and approval, requiring action from the recipients.
pending
medium
Confirm and finalize RentalWorks customer account number settings
Re: Customer Number Manual Override
from Michelle Moreno <[email protected] >
· Thu, 2 Apr 2026 14:25:22 -0700
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A decision needs to be made on whether to use auto-default or manual numbering for customer accounts in RentalWorks, as the settings cannot be different per user.
pending
high
Review and approve attached draft sublessor response for 2911 Winona Ave
RE: 2911 Winona Ave, Burbank - Luminys Systems - Draft Sublessor Response
from <[email protected] >
· Thu, 2 Apr 2026 16:55:15 -0700
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Patrick Reddy has sent a draft sublessor response for review and approval, requiring action from the recipients.
pending
medium
Review and validate Veronica's tentative calendar for sessions
Re: Crew Team - Avon / HDR / VS
from Veronica Monea <[email protected] >
· Thu, 2 Apr 2026 20:31:47 -0300
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Veronica committed to sharing a calendar in the next day or two for your review and validation before scheduling; this requires your action to review and provide feedback.
pending
medium
Make journal entries in QuickBooks for vehicle/trailer category adjustments
RE: ARH Schedule Tie to BS - 12/31/2025
from Lottie Tai <[email protected] >
· Thu, 2 Apr 2026 17:47:59 -0500
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JD requested confirmation to make JEs to correct vehicle and trailer category breakdowns after discussing discrepancies. Lottie's reply indicates the file ties, implying approval to proceed.
pending
medium
Revert RentalWorks customer account number setting to auto-default
Re: Customer Number Manual Override
from Michelle Moreno <[email protected] >
· Thu, 2 Apr 2026 14:29:00 -0700
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Michelle and Jay confirmed the manual setting is not ideal and requested to use auto-default for all accounts. JD needs to change the system setting back.
pending
medium
Add banking info to 1st Source for Anytime Rentals DBA
RE: LA County RR/CC FBN Receipt
from <[email protected] >
· Thu, 2 Apr 2026 15:20:00 -0700
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Garret explicitly asks JD to add the attached banking info to 1st Source to receive ACH/deposit checks, which is a direct request requiring action.
pending
medium
Chat with Max (Converge Rep) about moving account to 1st Source
RE: LA County RR/CC FBN Receipt
from <[email protected] >
· Thu, 2 Apr 2026 15:20:00 -0700
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Garret states he will chat with Max about moving the account and tying it to 1st Source; this is a commitment to follow up.
pending
medium
Review new Sales Tax options (Service Fee and Exempt) in RentalWorks
Re: New Sales Tax Options
from Michelle Moreno <[email protected] >
· Thu, 2 Apr 2026 14:28:51 -0700
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JD implemented new sales tax options and asked Michelle to review and provide feedback, which requires her action.
pending
medium
Respond to Dawna Saucedo about next steps for Ramp card and receipts
Re: Card Declined - Versatile / invoice# BL0226_3493
from Dawna Saucedo <[email protected] >
· Thu, 2 Apr 2026 14:48:27 -0700
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Dawna is asking what you need from her moving forward with the card and receipt uploads, requiring a response to clarify the process.
pending
medium
Issue $103 reimbursement check for Faustino Garcia
Fwd: Reimbursement
from Kady Svensson <[email protected] >
· Thu, 2 Apr 2026 13:47:55 -0700
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Kady Svensson is directly requesting you to issue a reimbursement check for an employee expense, which requires action.
pending
low
Follow up with Veronica on RingCentral setup
Re: New Ringcentral Phone Number
from Jay Reiff <[email protected] >
· Thu, 2 Apr 2026 12:54:34 -0700
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Jay has set up Veronica's RingCentral number; you should confirm with Veronica that she received the invite and is set up successfully.
pending
medium
Listen to voicemail from SANDWICH IL (779) 209-3234
New Voice Message from SANDWICH IL (779) 209-3234 on 04/02/2026 1:59 PM
from RingCentral <[email protected] >
· Thu, 2 Apr 2026 20:59:28 +0000 (UTC)
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A new voicemail was received and requires listening to determine its content and any required follow-up.
pending
medium
Follow up with Faustino to request reimbursement via Ramp
Re: Reimbursement
from Kady Svensson <[email protected] >
· Thu, 2 Apr 2026 13:52:55 -0700
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Kady agreed to have Faustino request reimbursement through Ramp instead of a check; user should ensure Faustino is instructed to do so.
pending
medium
Confirm customer account number settings with Michelle
Re: Customer Number Manual Override
from Michelle Moreno <[email protected] >
· Thu, 2 Apr 2026 13:41:10 -0700
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Michelle provided feedback on customer number settings; user should confirm the final decision and ensure RentalWorks is configured accordingly.
pending
medium
Follow up with Veronica for her new phone number and 2FA setup
Re: New Ringcentral Phone Number
from Jay Reiff <[email protected] >
· Thu, 2 Apr 2026 13:37:15 -0700
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Jay provided the phone number but noted SMS registration is initializing; user needs to get the number from Veronica and confirm it's ready for 2FA.
pending
medium
Investigate incorrect mileage tax fee rate of 9.75% in RentalWorks
RentalWorks Billing-Live Testing Invoices
from Michelle Moreno <[email protected] >
· Thu, 2 Apr 2026 11:57:49 -0700
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Michelle has directly requested you look into a specific billing discrepancy that needs correction.
pending
medium
Follow up on Versatile Studios Fictitious Business Name statement
Re: Fictitious Business Name Filing
from Alex Reyes-Ruiz <[email protected] >
· Thu, 2 Apr 2026 11:01:36 -0700
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Alex is asking for an update on a pending document, indicating a need to check its status or follow up with the provider.
pending
medium
Make journal entries in QuickBooks for vehicle and trailer categories
RE: ARH Schedule Tie to BS - 12/31/2025
from Lottie Tai <[email protected] >
· Thu, 2 Apr 2026 12:54:51 -0500
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Lottie confirmed the updated register and JD proposed making JEs to correct the breakdowns, so action is needed to implement the changes.
pending
low
Review request for VoIP US phone number assignment
Re: JD: your rent, your schedule
from Veronica Monea <[email protected] >
· Thu, 2 Apr 2026 14:53:24 -0300
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Veronica added a request in a shared file and asked to discuss later, requiring JD to review the request and provide input or a recommendation.
pending
high
Return call to Sonya regarding open invoices
New Voice Message from (877) 584-3600 on 04/02/2026 10:26 AM
from RingCentral <[email protected] >
· Thu, 2 Apr 2026 17:27:22 +0000 (UTC)
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A voicemail from corporate billing requests a callback to discuss payment status for open invoices, which is a time-sensitive business matter.
pending
medium
Review meeting details for Avon Rental 2025 Compilation Document Request
Avon Rental 2025 Compilation Document Request List
from Jennifer Alvarez <[email protected] >
· Thu, 2 Apr 2026 16:44:02 +0000
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Email contains a Microsoft Teams meeting link and dial-in details, implying a scheduled meeting or discussion that requires attendance or preparation.
pending
medium
Review Veronica's handover consolidation spreadsheet and provide suggestions
Handover Consolidated Project
from Veronica Monea <[email protected] >
· Thu, 2 Apr 2026 12:10:48 -0300
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Veronica has requested feedback on her transition document to assess readiness and identify gaps; this requires an active review and response.
pending
medium
Review and update Learning permissions in Paylocity User Access
Stay Ahead of Q1 Deadlines, Avoid Penalties
from Paylocity <[email protected] >
· Thu, 2 Apr 2026 09:42:48 -0500
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The email states Learning permissions must be reviewed and updated in the User Access workspace by April 10, 2026, before the old settings page retires.
pending
medium
Join Microsoft Teams meeting with Brent Sitarski
Avon Update
from "Sitarski, Brent" <[email protected] >
· Thu, 2 Apr 2026 13:20:09 +0000
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The email contains a meeting invitation with a direct link, passcode, and meeting ID, implying the user should attend.
pending
high
Update expiring certificate for Amazon Business SSO configuration
Your Amazon Business SSO Configuration Needs Updates
from Amazon Business <[email protected] >
· Thu, 2 Apr 2026 10:55:33 +0000
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The email is a direct request to update an expiring certificate for the company's Amazon Business SSO configuration to avoid service disruption.
pending
low
Process invoice 109989 from Scrive AB
Scrive AB Invoice number 109989
from "'Kleer Group AB' via Finance and Payables" <[email protected] >
· Thu, 2 Apr 2026 10:50:22 +0000
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An invoice is attached to this email, requiring review and payment processing as part of accounts payable duties.
pending
medium
Verify incoming payment of $14,700.00 from CASHet for MGMTV
Show reasoning
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Notification of an incoming ACH payment that needs to be verified upon receipt in the bank account within 1-3 business days.
pending
medium
Verify incoming payment of $4,295.00 from CASHet for AE
Show reasoning
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Notification of an incoming ACH payment that needs to be verified upon receipt in the bank account within 1-3 business days.
pending
high
Log in to Manufacturers Bank Positive Pay system to process exceptions
Positive Pay System Notifications (Exception: Paid Item Not Issued)
from [email protected]
· Thu, 02 Apr 2026 07:27:02 +0000 (UTC)
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The email is a direct notification that exceptions need to be processed for the SILVERCO ENTERPRISES account, requiring immediate login and action.
pending
medium
Attend Versatile Financial Performance Review meeting
Invitation: Versatile Financial Performance Review @ Mon Apr 13, 2026 10:30am - 11:30am (PDT) (JD Busfield)
from Richard Chang <[email protected] >
· Thu, 02 Apr 2026 03:44:46 +0000
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This is a calendar invitation for a meeting on April 13, 2026. Action is required to attend or decline the meeting.
pending
low
Monitor UPS package delivery (Tracking: 1Z1828191354681754)
UPS Ship Notification, Tracking Number 1Z1828191354681754
from UPS <[email protected] >
· Wed, 1 Apr 2026 21:04:18 -0400 (EDT)
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A package is scheduled for delivery today. Action may be required to receive or track the shipment.
pending
medium
Monitor support ticket (ID: 185901) and add comments if needed
[Request received]
from Avon Rent a Car Truck Van <[email protected] >
· Wed, 1 Apr 2026 19:26:37 -0500
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A support request has been filed and a ticket ID issued. Action may be required to follow up or provide additional information.
pending
medium
Monitor support ticket (ID: 185900) and add comments if needed
[Request received]
from Avon Rent a Car Truck Van <[email protected] >
· Wed, 1 Apr 2026 17:24:33 -0700
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A support request has been filed and a ticket ID issued. Action may be required to follow up or provide additional information.
pending
high
Prepare for George's site visit on Friday at 2PM
Re: VELA LA x Trucks + Vans - Versatile/Avon
from Michael Dos Santos <[email protected] >
· Wed, 1 Apr 2026 17:36:24 -0700
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A site visit with a potential client (George from Vela) is confirmed for Friday at 2PM; user should prepare to give a tour and discuss leasing.
pending
medium
Respond to Kirk with the updated agenda for the RW Warehouse training
Re: RW Warehouse training next week
from Michael Dos Santos <[email protected] >
· Wed, 1 Apr 2026 17:36:02 -0700
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Kady explicitly requested a response to Kirk with the updated agenda for a training session happening soon (implied to be tomorrow).
pending
medium
Provide availability to Shane for the 'everything but PPE' compilation call
RE: 2025 Compilation Document Request List
from Shane Toten <[email protected] >
· Thu, 2 Apr 2026 00:34:40 +0000
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Shane requested the user's availability for a call to discuss questions on a compilation document, with a preference for scheduling on Thursday or Friday.
pending
low
Schedule time mid-to-late next week for the PPE/fixed assets call
RE: 2025 Compilation Document Request List
from Shane Toten <[email protected] >
· Thu, 2 Apr 2026 00:34:40 +0000
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Shane also requested time on the calendar for a separate call regarding fixed assets/PPE, to be scheduled for mid-to-late next week.