Nexus Balance Demo

This workspace contains fictional sample data.

HelpDS

Work Queue

Every open task across the client portfolio for September 2026.

Demo Data

Needs Attention

2 items

Needs Attention
ClientPeriodTaskAssigned StaffDeadlineStatus
Lotus ServicesSeptember 2026Record September purchasesLina16 Oct 2026Overdue
Kampot Salt TradersSeptember 2026Bank reconciliationLina17 Oct 2026Late

Waiting for Client

2 items

Waiting for Client
ClientPeriodTaskAssigned StaffDeadlineStatus
Mekong ConstructionSeptember 2026Collect 2 purchase invoicesSokha18 Oct 2026Waiting
Lotus ServicesSeptember 2026Collect 6 supporting documentsLina18 Oct 2026Waiting

Ready for Review

1 item

Ready for Review
ClientPeriodTaskAssigned StaffDeadlineStatus
Angkor TradingSeptember 2026Monthly tax reviewDara19 Oct 2026In Review

Ready to File

1 item

Ready to File
ClientPeriodTaskAssigned StaffDeadlineStatus
Mekong ConstructionSeptember 2026Submit monthly declarationSokha20 Oct 2026Ready

Completed

1 item

Completed
ClientPeriodTaskAssigned StaffDeadlineStatus
Tactica ConsultingSeptember 2026Monthly declaration filedDara12 Oct 2026Completed

An operational platform, not just software

The queue is how a firm runs each monthly cycle: chase documents, finish the books, review the tax, file, and move on. Firm workflow features are in development.