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Pablo Martin 2023-12-05 13:19:26 +01:00
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7
invoicing_comeback/README.md
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@ -35,7 +35,7 @@ My notes when watching through the video Ben C. recorded with the Finance team.
- Records in Stripe about who the host is, what the booking is, need to be checked manually from the UI
- From Hubspot
- Get the new clients and pricing structure there
- Names in Hubspot and Dashboard are different
- Client names in Hubspot and Dashboard are different
Some random thoughts:
@ -49,7 +49,8 @@ Fronts:
- Quickish
- Ease data export from dashboard with tailored queries
- Formalize things and win spreadsheet agility by simply formalizing and documenting things
- Somehow make nicer exports from Acquired and/or Stripe
- Longish
- Remove manual payments from limbo. We need some degree of organization around there, even if the first version is just a well maintained shared spreadsheet.
- Remove manual payments from process limbo. We need some degree of organization around there, even if the first version is just a well maintained shared spreadsheet.
- Single payment processor
- Integrate payment processor data into a database of ours. Dashboard backend if it makes sense, DWH if it doesn't
- Integrate payment processor data into a database of ours. Dashboard backend if it makes sense, DWH if it doesn't. Join with Dashboard data.

46
log.md
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@ -739,11 +739,52 @@ Small fish
"We are very good at selling"
# 2023-12-05
## Dashboard tour meeting
- Dashboard
- Listings tab: shows listings
- Verifications tab shows all verifications.
- Emails tab: PMCs can customize the communication templates to style them with their own branding and details.
- Resolutions tab: well, for resolutions
- Account tab: the details of the PMC account can be modified here.
- Verification Journey
- PMCs can generate verification requests manually and send them to the guest through any kind of communication channel
- The page is "flexible": the steps the guest goes through will be different depending on what features
- Once the guest provides details, he exists in our database
- KYG Lite
- Light version of the dashboard
- Unpaid service to catch small fish
- Right now, only available for Hostfully PMCs
- Direct API integrations
- DACK, Enso-connect, OTA (Online Travel Agency)
- E-deposit
- Uses Athena API
- Currently only live with Guesty PMS
- No customer contact, direct service without signup
- Internal Admin Dashboard (Wilbur)
- For Superhog employees
- Can be used to set the Account Settings for any of our customer accounts
- Guest dashboard
- Will be discontinued
Is the backend of KYG-lite 100% the same as Dashboard? Same backend yes.
Difference between Athena/e-deposit vs Direct API integration?
Is Accounts the only relevant tab on Wilbur?
- Couple of useful reports
- Resolution admins view
READ THE PRODUCT MAP and the Superhog features
Do I have access to KYG-lite?
# Now
- [ ] Book sessions with engineering team to document data model
- [ ] Try to access Core
- [ ] Start building data source pages in Notion
- Add Product Map link to Dashboard
- Ask Alex and Lianne to add docs on the Notion page
- [ ] Deep dive into invoicing process
@ -765,13 +806,12 @@ Small fish
## Onboarding and Data Kickstart
- [ ] Are there any shared folders in Keeper Security where I should be added?
- [ ] Yes, a dev folder
- [ ] Get access to staging environment for KYG platform
- [ ] Get access to staging environment for KYG-lite platform
- Accounting migration
- [ ] Check iplicit content shared by Andrew