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pending medium Due: 2026-04-08

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
Show reasoning
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 Due: 2026-04-08

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
Show reasoning
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
Show reasoning
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
Show reasoning
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 Due: 2026-04-11

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
Show reasoning
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
Show reasoning
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
Show reasoning
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
Show reasoning
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
Show reasoning
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
Show reasoning
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
Show reasoning
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
Show reasoning
Patrick Reddy has sent a draft sublessor response for review and approval, requiring action from the recipients.
pending medium Due: 2026-04-05

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
Show reasoning
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
Show reasoning
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
Show reasoning
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
Show reasoning
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
Show reasoning
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
Show reasoning
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
Show reasoning
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
Show reasoning
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
Show reasoning
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 Due: 2026-04-03

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)
Show reasoning
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
Show reasoning
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
Show reasoning
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
Show reasoning
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
Show reasoning
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
Show reasoning
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
Show reasoning
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
Show reasoning
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)
Show reasoning
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
Show reasoning
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
Show reasoning
Veronica has requested feedback on her transition document to assess readiness and identify gaps; this requires an active review and response.
pending medium Due: 2026-04-10

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
Show reasoning
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
Show reasoning
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
Show reasoning
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
Show reasoning
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

Incoming payment for goods/services provided to MGMTV: BOSCH: START OF WATCH (CP) from "[email protected]" <[email protected]> · Thu, 2 Apr 2026 00:25:53 +0000
Show reasoning
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

Incoming payment for goods/services provided to AE: LINCOLN LAWYER S5 (CP) from "[email protected]" <[email protected]> · Thu, 2 Apr 2026 00:23:15 +0000
Show reasoning
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)
Show reasoning
The email is a direct notification that exceptions need to be processed for the SILVERCO ENTERPRISES account, requiring immediate login and action.
pending medium Due: 2026-04-13

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
Show reasoning
This is a calendar invitation for a meeting on April 13, 2026. Action is required to attend or decline the meeting.
pending low Due: 2026-04-02

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)
Show reasoning
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
Show reasoning
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
Show reasoning
A support request has been filed and a ticket ID issued. Action may be required to follow up or provide additional information.
pending high Due: 2026-04-03

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
Show reasoning
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 Due: 2026-04-02

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
Show reasoning
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
Show reasoning
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
Show reasoning
Shane also requested time on the calendar for a separate call regarding fixed assets/PPE, to be scheduled for mid-to-late next week.
pending high Due: 2026-04-27

Pay Santa Monica Water bill

Your Santa Monica Water bill is ready for service address 2411 LINCOLN BLVD from "billing.collections via Finance and Payables" <[email protected]> · Wed, 1 Apr 2026 17:25:03 -0700 (PDT)
Show reasoning
A bill for $1563.85 has a clear due date of 04/27/2026, requiring payment action.
pending high Due: 2026-04-02

Reply to Kirk with updated agenda for tomorrow

Re: RW Warehouse training next week from Kady Svensson <[email protected]> · Wed, 1 Apr 2026 16:41:36 -0700
Show reasoning
Kady Svensson directly requests a response to Kirk with an updated agenda for a meeting happening tomorrow, implying an urgent deadline.
pending medium Due: 2026-04-07

Have Meagan schedule 30-minute interviews with selected candidates

Re: Production Supply Resumes from Kady Svensson <[email protected]> · Wed, 1 Apr 2026 14:31:39 -0700
Show reasoning
The user committed to having interviews scheduled 'early next week' (the week of April 6, 2026). This requires delegating the scheduling task to Meagan.
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