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Pablo Martin 2023-12-05 13:19:26 +01:00
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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.