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Tally Hire & Onboarding

active

Next action

Tally provides needed-fields spec to Riv (QBO Bill fields, attachment expectations, vendor naming, coding workflow, escalation flow)

Tally hired 2026-05-19 as J2 dedicated AP Specialist. Owns capture (WellyBox + Spark Receipt) → code → route → pay (Ramp + Rippling Spend) → reconcile, plus 1099 prep. Reports up to Ledger for accounting judgment; escalates payment-priority calls to owner. AP connector pipes (project ap-connectors) are downstream dependency before she can start.

Owner: tally
Touched: 6d ago
Started: May 18, 2026

Decisions

  • Tally reports up to Ledger for accounting judgment; escalates payment-priority calls to the owner.

    why: Keeps Ledger free for FP&A; Tally has a clear escalation path for non-routine calls

    May 18, 2026 · jimmie

  • Hire a dedicated AP Specialist rather than loading AP onto Ledger.

    why: AP is high-volume, repetitive, stack-specific. Loading it onto Ledger (senior accounting/FP&A) would bottleneck strategic work.

    May 18, 2026 · jimmie

Timeline (4 events)

  1. next actionMay 18, 2026 · riv

    Tally produces needed-fields spec for Riv's AP build: required QBO Bill fields, attachment conventions, vendor naming rules, coding workflow, escalation flow back to Tally for unclassifiable items

  2. decisionMay 18, 2026 · jimmie

    Tally reports up to Ledger for accounting judgment; escalates payment-priority calls to the owner.

  3. status changeMay 18, 2026 · nolan

    planning → active

  4. decisionMay 18, 2026 · jimmie

    Hire a dedicated AP Specialist rather than loading AP onto Ledger.