Heinz-Jürgen Heintze
Clerk · Team B · Tuesday, 3 November 2026
14Open items
0Approvals
1Urgent emails
13:30Next appointment
Today (14)
| today | VAT return October Bäckerei Hornig GmbH · Bäckerei Hornig GmbH |
| Urgent | Neue Mitarbeiterin ab 01.12. |
| 04.11. | Book October receipts Online-Shop Döring GmbH · Online-Shop Döring GmbH |
| 04.11. | VAT return October Spedition Säuberlich GmbH · Spedition Säuberlich GmbH |
| Missing | bank_statement 2026-10 · IT-Beratung Zorbach |
| Missing | supplier invoices 2026-10 · Bäckerei Hornig GmbH |
| Missing | payroll changes 2026-11 · Elektrotechnik Wiek GmbH & Co. KG |
| 10.11. | VAT return · Autowerkstatt Ortmann GmbH |
| 10.11. | VAT return · Spedition Säuberlich GmbH |
| 10.11. | VAT return · IT-Beratung Zorbach |
| 10.11. | VAT return · Bäckerei Kranz GmbH |
| 10.11. | VAT return · Online-Shop Atzler GmbH |
Calendar today
| Time | What |
|---|---|
| 13:30 | Team B weekly stand-up |
Documents received today (4)
Missing documents and reminders (3)
| Client | Document | Reminders | |
|---|---|---|---|
| Bäckerei Hornig GmbH | supplier invoices 2026-10 | 2 | |
| IT-Beratung Zorbach | bank_statement 2026-10 | 0 | |
| Elektrotechnik Wiek GmbH & Co. KG | payroll changes 2026-11 | 2 |
Monthly deadlines (20)
| Due | What | Client | Status |
|---|---|---|---|
| 10.11. | VAT return | Autowerkstatt Ortmann GmbH | in progress |
| 10.11. | VAT return | Spedition Säuberlich GmbH | in progress |
| 10.11. | VAT return | IT-Beratung Zorbach | waiting for documents |
| 10.11. | VAT return | Bäckerei Kranz GmbH | in progress |
| 10.11. | VAT return | Online-Shop Atzler GmbH | in progress |
| 10.11. | VAT return | Elektrotechnik Wiek GmbH & Co. KG | waiting for documents |
| 25.11. | Payroll | Bäckerei Kranz GmbH | in progress |
| 25.11. | Payroll | Elektrotechnik Wiek GmbH & Co. KG | in progress |
| 30.11. | Trade tax return | Spedition Säuberlich GmbH | in progress |
| 30.11. | Trade tax return | IT-Beratung Zorbach | in progress |
Questions from trainees (0)
Nothing open.
My emails in the queue (1)
Re: Belege Oktober
Approved email only goes to the log. Nothing is really sent.
Email by priority (8)
| Subject | From | Time | |
|---|---|---|---|
| Urgent | Neue Mitarbeiterin ab 01.12. | Dietlinde Mosemann | 10:40 |
| Normal | Belege Oktober | Sylvio Franke | 08:49 |
| Normal | Unterlagen für die Buchhaltung | Sylvio Franke | 09:51 |
| Normal | Belege Oktober | Sylvio Franke | 11:31 |
| Normal | Belege Oktober | Sylvio Franke | 13:24 |
| Normal | Fehlende Unterlagen Restaurant Seifert GmbH | Jennifer Dobes | 14:21 |
| Normal | Ihre Lizenzrechnung November | billing | 17:30 |
| Later | Steuer-News KW 45: Änderungen bei der E-Rechnung | newsletter | 16:50 |
Sorted by Haiku, otherwise by keywords.
My access, how I work and activity
My access
| Clients | assigned clients only (8) |
| Client payslips | yes |
| Approves | nothing |
| Firm figures and budgets | no |
| Delete, money, permissions | blocked for all assistants |
How I work
| Hours | 08:00-16:30 |
| Years at the firm | 13 |
| Style | Tidy, ties everything to numbers |
| Morning brief | Tasks with the client's tax number |
| What helps | Tax number and period in the subject |
| What gets in the way | Emails with no client identifier |
| Draft tone | Tax number and period in the subject |
Visible to me only. Work habits only.
Past weeks
| Week | Tasks finished |
|---|---|
| 2026-W41 | 5 |
| 2026-W42 | 5 |
| 2026-W43 | 3 |
| 2026-W44 | 3 |
My activity log
| Action | Decision | Reason |
|---|---|---|
| read_email | allowed | own mailbox |
| read_email | allowed | own mailbox |
| read_email | allowed | own mailbox |
| read_document | allowed | auto within client scope |
| list_inbox | allowed | own mailbox, 8 emails |
| list_tasks | allowed | own tasks only |
The log can't be changed.