What the staff utility does
- Send to my CA — pick a photo, PDF or CSV (an invoice, receipt or bank statement) and send it straight to the CA’s intake queue with an optional note.
- My submissions to CA — a running history of everything sent, with live status: Awaiting review → Reviewed → Posted in Tally (with the voucher number once posted).
- Reminders from CA — see what the CA has asked the business for, and tick each one off with Mark completed.
- Pairs as the staff member — each staff person pairs under their own name, so the CA always sees exactly who sent what. The owner keeps their own phone app, untouched.
- Desktop notifications — a quiet tray pop-up when a new reminder arrives or a submission is posted, so nothing is missed.