☀️ Morning Briefing — Friday 10 April 2026

Generated Thu 9 Apr 2026, 21:XX · Viktor EA System
⚠️ 2 OVERDUE W/F TODAY 📋 11 NEW TASKS FROM EOD ✅ 8 CLOSED YESTERDAY 🏗️ BUILD WINDOW: CHECK 09:00–12:00 📅 WEEKLY REVIEW TODAY — 09:30

🧠 Intelligence — 6 Flags

CR PAYMENT DUE TODAY — W204: Lidia + Laura must resolve Scotia bank access and execute CR payment. April 10th deadline. Intervene if no update by 10am.
DABBERS BINGO / CITI PAYMENT — W205: Payment still missing from both sender and receiver. Bank details changed 3x. Laura to send Flavia's note. Chase first thing.
IGOR MARTINOVIC — OFFBOARDING — Last day Monday 13 Apr (Serbia). T211: Access removal must be flagged and planned TODAY before weekend.
FRIDAY BUILD WINDOW — No meetings until 12:00. Clean 3-hour build window 09:30–12:00. Weekly review is 09:30 — schedule remaining build after it. 4 BUILD tasks due today.
T196 DUE TODAY — Restart Finance Intelligence Layer Review: nominate recurring day/time. Easy decision — do during build window.
STRONG EOD — 8 tasks closed yesterday (T165, T167, T175, T176, T177, T178, T183, T190, T195). Weekly review restart committed (T195 ✅). Good momentum.
19
Open Tasks
11
New Today
4
Due Today
22
W/F Overdue
3
W/F Today
8
Closed Yesterday

📅 Friday Calendar — 10 April 2026

09:00
Morning Briefing · Niall (solo — admin)
ADMIN
09:30
Weekly Finance Review · Niall (solo — recommitted T195 ✅)
BUILD
12:00
Ramp Designs / User Screens · Sinead Crawford
SOLVE
14:00
Lee / Niall 1:1 · Lee Gwilliam
SOLVE
14:30
Book Time with Niall O'Leary · Michael Gregoline
SOLVE
15:00
FP&A Roadmap · Gavin Smith
SOLVE
16:00
Payroll Function · Ellen Monaghan, Elias Mark ⚠️ Ellen asked to move to 10:30 (T209)
CHECK
16:30
Rollcard Project Sync · Kyla (GoChisel), Lee, Jean, Max, Conleth, Gary + others
SOLVE
17:15
End of Day Scan · Niall (solo — admin)
ADMIN

🔴 Tasks Due Today — Friday 10 Apr

📊 STATUS — Inbox/Admin
T201 📊 STATUS NEW
Approve Journal Entry 80947 in NetSuite
Due: TODAY · Source: Email (NetSuite)
T202 📊 STATUS NEW
Approve Journal Entry 80951 in NetSuite
Due: TODAY · Source: Email (NetSuite)
T203 📊 STATUS NEW
Review FloQast checklist item — March 2026 Close, GDC America Inc
Due: TODAY · Source: Email (FloQast)
T204 📊 STATUS NEW
Review & sign Gambling.com Agent Authorization Form (UKG) in HiBob
Due: TODAY · Source: Email (HiBob)
T205 📊 STATUS NEW
Confirm slot for Dan (System Analyst) interview with Dijana
Due: TODAY · Reply: Tue/Wed/Thu after 1pm, or give calendar access
T206 📊 STATUS NEW
Confirm/send updated Item list to Newtec — Sinead query
Due: TODAY · Sinead asked if you've already sent it
T209 📊 STATUS NEW
Confirm or decline: move Payroll Function meeting to 10:30 (Ellen request)
Due: TODAY · Ellen asked to push from 16:00 → 10:30 (Charles moved her 1:1)
T211 📊 STATUS NEW
Flag Igor Martinovic offboarding — last day Monday 13 Apr (Serbia)
Due: TODAY · Must plan access removal before the weekend
🤝 SOLVE
T207 🤝 SOLVE NEW
Nominate replacement reviewer for Q1 NetSuite control reports (Robert out)
Due: TODAY · Adria Hutchison waiting — user access + change management reports
T208 🤝 SOLVE NEW
Define success criteria for "successful payroll" — reply to Katarzyna
Due: TODAY · Payroll meeting today at 16:00 — align before/during
🏗️ BUILD
T196 🏗️ BUILD
Restart Finance Intelligence Layer Review — nominate recurring day/time
Due: TODAY · Decide: which day/time this becomes your standing cadence?

📋 Upcoming This Week

T210📊 STATUSNEW
Watch for UKG document in HiBob and sign when it arrives
Due: Sat 11 Apr · Roisin to share via Bob
T199🏗️ BUILD
Cost allocation report pack for March — complete and distribute
Due: Tue 14 Apr
T200🏗️ BUILD
Run Kronos & Ramp project update Claude report
Due: Wed 15 Apr
T197🔵 BUILD-STRAT
Assess whether AR can absorb Billing & how much work is involved
Due: Thu 16 Apr · Waiting for Seamus (W202)
T194🏗️ BUILD
Quarterly Workshop Pack — review all project, OKR, and operational data
Due: Thu 16 Apr · Workshop is 22 Apr
T192🏗️ BUILD
Define Financial Performance Report — what it contains, cadence, and owner
Due: Sat 18 Apr
T198🏗️ BUILD
Automate Virtual IBAN process with Nicola
Due: Mon 21 Apr
T193🔵 BUILD-STRAT
Share H2 OKRs for direct reports once set
Due: Wed 22 Apr · Quarterly Workshop day

🚨 W/F Due Today & Overdue — Action Required

⚠️ W204 — CR Payment — DEADLINE TODAY
Lidia + Laura Williamson — Resolve Scotia bank access and execute CR payment (April 10). Intervene if no update by 10am.
⚠️ W205 — Dabbers Bingo / Citi Payment — MISSING
Laura / Flavia — Payment not landed, bank details changed 3x. Chase Laura for Flavia's note + Citi confirmation first thing.
⚠️ W185 — Rollcard Reserve Account
Conleth — Reserve Account requirement in MSA. Due today. Check status at Rollcard sync (16:30).
⚠️ W186 — Newtec Invoice March 2026
Niall action — NetSuite Support & Project Hours March 2026 invoice. Due today. Also connects to T206 (Item list to Newtec).
⚠️ W187 — ActivPayroll eFile notifications
Gary Malone — Route 2x new eFile notifications (Client K13) to Gary. Due today.
Significant Overdue W/F — Chase or Close
W191Gavin SmithOVERDUE 1d
Gavin — Send what he wants from FP&A perspective re Ramp. Check at FP&A Roadmap (15:00).
W188Gavin SmithOVERDUE 1d
Gavin — Review Reorg Plan v2 (hardcoded xlsx). Check at FP&A Roadmap (15:00).
W206Gavin SmithTODAY
Gavin — Morning catchup re headcount/cost structure + Lee's updates. Jean proposing three names.
W181Seamus BarryDUE SAT
Seamus — Overview of adjustment types (valid business items vs upstream errors). Due Sat 11 Apr.

📤 Sent Commitments — Follow-Up Watch

[08:16] Sinead Crawford — Pull Navan report for all planned events & budgets (Rob away).
→ Check at 12:00 Ramp meeting — also T206 (Item list to Newtec) connects here
[08:43] Sinead / Gary / Momčilo — Remove NetSuite PO users next week; Momčilo to add to Ramp project plan.
→ Track via W189 (Momčilo delegations)
[11:27] Emma Brady / Katarzyna — Advise on Gambling.com payment onboarding forms.
→ No W/F raised yet — add if needed
[15:47] Finance team (9) — Mark Newtec support tickets as Recurring or One-Off in shared sheet by next Tuesday.
→ Add W/F for Tuesday 14 Apr chase

🎥 Zoom AI — Marketing Revenue & Affiliate Controls

10 actions from yesterday's session. All delegated — no Niall action required beyond oversight. Key ones to watch:
1. Seamus — Document processes moving to new team owners (revenue data & reporting structure)
2. Seamus — Lead move of data collection & attribution execution to BI; clarify ownership (sales, BI, accounting, billing, AR)
3. BI team — Take ownership of data collection & attribution; all data engineers trained (not just Daniel)
4. Seamus/Elias/BI — Build locked-accounts dashboard + exceptions reports at month-end
5. Seamus/Elias/BI — Move to earlier revenue closes using estimates; BI provides data, accounting signs off
6. Seamus/Elias/BI/Commercial — New Affiliate account register (JIRA + NetSuite + EVE + Depot) — automate account creation, IBAN allocation, data entry
7. Seamus/Elias — Billing adjustments to include both commercial and finance review/visibility
8. iPhone (Niall) — Open new automation engineer roles in commercial ← YOUR ACTION
9. Seamus/Elias — Comms for next All Hands explaining new reporting process
10. Seamus/Elias — Plan regular reconciliation of estimated vs actual revenue
📌 Key decisions locked: Move data collection to BI · Earlier month-end closes via estimates · New integrated Affiliate account register · Locked-accounts dashboard · Present at next All Hands

🏗️ Project Pulse

Spend Smart (Ramp)
PMO report due Apr 15 (W193) · 12:00 design review today
Project Kronos (UKG)
PMO report due Apr 15 (W194) · UKG auth form to sign (T204)
Rollcard
PMO report due Apr 15 (W195) · Sync at 16:30 today · Reserve account W185

📊 Operational Reports — Status

W196 AR Overview (Seamus)
Due Apr 14
W198 AP Overview (Gary)
Due Apr 14
W199 Treasury Balances (Conleth)
Due Apr 14
W200 Debt Report (Conleth)
Due Apr 30
W197 AR Bad Debt (Seamus)
Due Apr 14

⚡ Suggested Day Sequence — Friday 10 April

MORNING (09:00–12:00)
09:00
🚨 Chase W204 + W205 (CR payment + Dabbers/Citi) — intervene if needed
09:15
📋 Process STATUS inbox: T201, T202, T203, T204, T205, T206, T209, T211
09:30
📊 Weekly Finance Review (committed — T195 ✅) · Also decide T196 slot
10:30
🤝 SOLVE: T207 (Q1 NetSuite reviewer), T208 (payroll success criteria)
11:00
Morning catchup with Gavin (W206) — headcount/cost structure + Lee updates
AFTERNOON (12:00–17:15)
12:00
Ramp Designs / User Screens (Sinead) — check Navan report + T206 Item list
14:00
Lee 1:1 — prep: Seamus's revenue structure decisions from yesterday's Zoom
14:30
Mike Gregoline — check W171, W172, W178, W179 updates
15:00
FP&A Roadmap (Gavin) — check W188, W190, W191, W206 outcomes
16:00/10:30
Payroll Function (Ellen) — T208 + T209 confirm time
16:30
Rollcard Sync — check W185 (Reserve Account MSA)
17:15
EOD Scan — cowork prompt + close/defer tasks
💪 Training This Week
0
Runs
0
Lifts
0
Walks
📌 Today: Friday — last chance to hit targets before week ends.
Targets: 3 runs, 2 lifts, 2 walks. No sessions logged yet this week. Consider a lunch walk or a short run today.
Log with: run done / lift done / walk done

📆 3-Day Lookahead

Mon 13 Apr
⚠️ Igor Martinovic last day — confirm offboarding complete
W/F chase cron runs 08:30
Direct reports pulse
NetSuite PO user removal (Sinead/Gary/Momčilo)
CHASE W181 — Seamus adj overview
Tue 14 Apr
T199 — Cost allocation report pack for March
T197 — AR absorbing Billing (with Seamus)
CHASE Finance team — Newtec tickets sheet (committed Tue)
DUE W196, W197, W198, W199 — Operational reports
DUE W189 — Momčilo Ramp delegations
Wed 15 Apr
T200 — Kronos & Ramp Claude report
DUE W193, W194, W195 — PMO reports (all 3 projects)
DUE W190 — Gavin reorg delegations
W/F chase cron (Wed 11:30)
Objective pulse (Wed 11:00)
Viktor EA System · Morning Briefing · Generated 09 Apr 2026 · #niall