FirmhandThe back office for your firm
Heinz-Werner MeisterTrainee

Heinz-Werner Meister

Trainee · Team B · Tuesday, 3 November 2026
8Open items
0Approvals
1Urgent emails
13:30Next appointment

Today (8)

2 days overdueSort and scan documents Zahnarztpraxis Mielcarek · Zahnarztpraxis Mielcarek
todayEnter receipts Online-Shop Hahn GmbH · Online-Shop Hahn GmbH
todaySort and scan documents Online-Shop Drewes GmbH · Online-Shop Drewes GmbH
todayEnter receipts Online-Shop Hahn GmbH · Online-Shop Hahn GmbH
UrgentReview needed: Café Tschentscher UG (haftungsbeschränkt) VAT return
06.11.Sort and scan documents Café Kroker UG (haftungsbeschränkt) · Café Kroker UG (haftungsbeschränkt)
10.11.Enter receipts Physiotherapie Fliegner · Physiotherapie Fliegner
24.11.Enter receipts Online-Shop Hartmann GmbH · Online-Shop Hartmann GmbH

Calendar today

TimeWhat
13:30Team B weekly stand-up

My tasks today

10.11. Enter receipts Physiotherapie Fliegner Physiotherapie Fliegner
How to do it: Sort receipts by client and date, then compare them with the bank statement.
06.11. Sort and scan documents Café Kroker UG (haftungsbeschränkt) Café Kroker UG (haftungsbeschränkt)
How to do it: Follow last week's example. Ask your contact person if you're unsure.
today Enter receipts Online-Shop Hahn GmbH Online-Shop Hahn GmbH
How to do it: Sort receipts by client and date, then compare them with the bank statement.
today Sort and scan documents Online-Shop Drewes GmbH Online-Shop Drewes GmbH
How to do it: Follow last week's example. Ask your contact person if you're unsure.
today Enter receipts Online-Shop Hahn GmbH Online-Shop Hahn GmbH
How to do it: Sort receipts by client and date, then compare them with the bank statement.
2 days overdue Sort and scan documents Zahnarztpraxis Mielcarek Zahnarztpraxis Mielcarek
How to do it: Follow last week's example. Ask your contact person if you're unsure.
24.11. Enter receipts Online-Shop Hartmann GmbH Online-Shop Hartmann GmbH
How to do it: Sort receipts by client and date, then compare them with the bank statement.

Who to ask: Andrew Rörricht, Hans-Uwe Trubin

Email by priority (7)

Sorted by Haiku, otherwise by keywords.

My access, how I work and activity

My access

Clientsclients of the supported clerks (14)
Client payslipsno
Approvesnothing
Firm figures and budgetsno
Delete, money, permissionsblocked for all assistants

Test: open the C030 payslip

How I work

Hours08:30-16:30
Years at the firm2
StyleCareful, checks everything against examples
Morning briefList with examples of similar tasks
What helpsTemplates for standard documents
What gets in the wayChanging the order of steps
Draft toneOnly through a clerk's check

Visible to me only. Work habits only.

Past weeks

WeekTasks finished
2026-W415
2026-W423
2026-W435
2026-W443

My activity log

ActionDecisionReason
read_emailallowedown mailbox
read_emailallowedown mailbox
read_emailallowedown mailbox
list_inboxallowedown mailbox, 7 emails
list_tasksallowedown tasks only
list_tasksallowedown tasks only

The log can't be changed.