Sample desk · Hospitality · lane: accounting

Accounting & staff: what the agents did today

Your desk · Accounting & staff · Hospitality5 done · 1 needs you · 1 queued
Done today
  1. Last night's sales closed out
  2. Tip pool worked out from the time cards
  3. Vendor invoices matched
  4. + 2 more done today
Queued
  1. Gaps in the weekend schedule
Needs your yes
  1. Approve this week's payrollDrill deeper ▸

What agents do hereAn agent closes out each night, matches vendor invoices and gets payroll ready. Payroll waits for a person.

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Accounting & staff, at a hotel or restaurant. Where next?

  1. Drill deeper
  2. Next lane: Bookings & guests
  3. Back to the Hospitality desk
  4. What agents never do alone

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Guided intake · the desks are sample businesses, not real customers · replies come from the SogaStudio team.

On your own desk

This lane is a sample. On your own business it starts from the way your team already does the work: each step written down as a work order, the repeat steps given to one agent, and a gate wherever a mistake costs money or your name.

Spending and anything that goes out in your name wait for a person. Routine work you have approved runs on its own, behind checks that stop it when something looks wrong.