The Information Center. Global Office: Sync

Needs attention, and worth knowing.

Two lists, deliberately, because a product that puts everything in one list teaches you to ignore the list. One is things with a consequence attached and usually a date. The other is things you would want to know and nothing bad happens today.

The Information Center open beside a contractor's Receipts ledger: 9 things needing attention, six subcontractors whose cover has expired, and a $2,580 quote that ran out 39 days ago with nothing invoiced against it

Every finding names the thing, not the rule. Not "a certificate is expiring soon". The subcontractor, the coverage, the carrier, the date it ran out, and whether that person is on site now.
Every finding carries the control that settles it. The message to send, the ledger to open, the charge to explain. A finding you cannot act on is just another chore, and a list of chores is what everybody already has.
States are named in words, not only colored. Red, amber and green are on the screen, and so is the sentence, because a color is not a reason and not everybody sees the same three colors.
It emails you once about a thing, not every day until you deal with it. And a clean run sends nothing at all, so the ones that do arrive are worth reading.
No personal detail ever leaves in an email. No name, no business, no amount, no file name. The email says something needs you and where to look.
In Full Edition it spans the roster. Every finding carries the client's name, so the question "who does this belong to" is answered before you ask it.

Findings that came out of holding your own documents up against each other.

None of this is data anybody entered. Because Global Office: Sync read every line rather than a total, it can compare one document with another, and things fall out that nobody typed in.

Contractor Edition

You drove to Springfield on a Tuesday. There's a hardware receipt from Springfield that same Tuesday. Same job? Now you know what that job really cost.

A subcontractor's coverage lapsed in July and they are on site right now. If your insurer audits you, they can call that person your employee and charge you premium on every dollar you ever paid them.

That invoice has been sitting unpaid for 71 days. That's your money, in someone else's account.

And a quiet one that people tend to sit with for a moment: you quoted eighteen hundred on that job, and you invoiced sixteen fifty. Seeing that once will change what you charge on the next one.

Compliance findings. A certificate that has expired, one expiring within thirty days, one that never covered the work that was done, one reissued with less cover than the last, and one made out to a different company, which is in force and is not covering you.

Tax document findings. Which subcontractor will need a 1099, the payment that took them over the line and the date it happened, who is missing a W-9, and what is still needed before a form can be filed.

Findings across records. A charge on the card with no receipt behind it. A quote past its expiry with nothing invoiced against it. An invoice that went out for less than the quote. A utility bill that never arrived this month, noticed by its absence rather than by a transaction.

Findings about money owed. Bills past due by date rather than by count, the oldest first and per provider. Invoices nobody has chased. Money you have paid with nothing on file to show for it, which is almost always a check in the post and is the first spending an examiner asks about.

Once is once you can miss.

A lapsed certificate appears in three separate places, because the cost of missing that one is not the same as the cost of seeing it twice.

Open one and every coverage on it is listed, with the carrier, the policy number and the date it ran out. A certificate made out to a different company is flagged in amber and labeled as such, because in force is not the same as covering you.

One certificate is commonly several ledger rows: workers compensation, automobile liability and general liability each carry their own limits and their own expiry, so each is watched on its own rather than the document being treated as one date.

An expired certificate opened up: Ortiz Electric LLC, made out to Marek Home Services, with workers compensation, automobile liability and general liability all carrying the same expiration date of 09/06/2026, and Text, Email and Call buttons under it — Open one and every coverage on it is listed, with the carrier, the policy number and the date it ran out.

Tax Docs

Anybody can tell you that you owe a 1099.

That is a rule you could look up. This names the subcontractor, the payment that took them over the line, and what you still need before you can file. Nothing is late when it says so, which is the point: chasing an address and a tax number in January is the part that goes wrong.

Tax identification numbers are stored locked, and shown as dots.

The card that tells you: on this year's figures Quintrell Electrical Services will need a 1099, that they have been paid $2,490.00 across two payments, which is over the $2,000 line, that a W-9 is already on file, that the form is not due until January 31, 2027, and that you should check you have their address and tax number, with Text, Email, Call and Open Tax Docs buttons

Most apps in this category are filing cabinets.

Needs attention, and worth knowing.

Findings that came out of holding your own documents up against each other.

Once is once you can miss.

Anybody can tell you that you owe a 1099.