Portal Preview — Demo Data
Meridian Recruitment
5 outcomes active · Last reviewed 1 Apr 2026
Export audit log Request review
Outcomes
5 / 5
All running normally
This month
847
Tasks completed
Escalated
12
Routed to your team
Time recovered
68 hrs
This month
Your outcomes
Invoice three-way match Last run 2m ago
CRM to accounting sync Last run 14m ago
Candidate compliance docs Last run 1h ago
Overdue invoice chaser 1 escalation pending
Weekly pipeline report Scheduled Fri 08:00
Recent activity
09:42 Invoice match — 3 invoices matched and posted to purchase ledger Auto
09:38 Invoice match — INV-2847 flagged: quantity mismatch (450 vs 420). Routed to accounts. Escalated
09:15 CRM sync — Deal "Hartwell Engineering" closed. Invoice created in Xero. Auto
08:50 Compliance — Right-to-work documents requested for candidate J. Palmer. Auto
08:30 Overdue chaser — Reminder sent to Fielding & Co (14 days overdue, £4,200). Auto
08:30 Overdue chaser — Redwood Associates (28 days, £11,400) escalated to accounts director. Needs review
Audit trail — Invoice three-way match
09:42:18 Email received from supplier — attachment: INV-2849.pdf Trigger
09:42:19 Data extracted — supplier: Hartwell, PO: PO-1204, lines: 3, total: £2,840 Managed
09:42:20 Matched to PO-1204 — all lines within tolerance Match
09:42:20 Matched to delivery note DN-8847 — quantities confirmed Match
09:42:21 Posted to purchase ledger — Xero bill ref: BILL-0294 Complete
09:38:04 INV-2847 — quantity mismatch: invoice 450, PO 400, delivery 420 Escalated
Requests
#024 Adjust Fielding & Co chaser threshold Done
Raised by Sarah · 31 Mar · Resolved same day
#025 Scope placement confirmation emails In progress
Raised by Sarah · 31 Mar · Playbook draft due April review
#023 Redwood Associates — escalation review Awaiting review
Auto-raised · 7 Apr · 28 days overdue, £11,400
#022 INV-2847 quantity mismatch Awaiting review
Auto-raised · 7 Apr · Invoice 450 vs PO 400 vs delivery 420
#021 March monthly review Done
Scheduled · 31 Mar · Notes attached
Conversation
Charlie — 31 Mar, 14:20
Monthly review notes attached. Overdue chaser working well — debtor days down from 34 to 22. Suggestion: bump Fielding threshold to 21 days based on payment pattern.
Sarah — 31 Mar, 16:45
Good call on Fielding — yes, 21 days. Can we scope placement confirmation emails for next month?
Charlie — 31 Mar, 17:02
Done. Fielding updated. Placement confirmations scoped as ticket #025 — playbook draft for the April review.
Send
← Back to the engagement