Home»Time Entries Audit loading ... [hide int notes] generated 8/8/2026 at 11:21:25 pm took 0.35 seconds version: b85cbb8 helpers: v2
Territory: BMS Month: « Feb 2026 » Company: all Ticket: all User: all Type: all Role: all Bill: all Timesheet: 2/2 2/9 2/16 2/23 [x] Board: all Entry Status: all Ticket Status: all Issue: all [reset] Progress: 0% (0 of 16)
| row | id | Terr | Company | User | Date | Day | Start | End | Actual | Billed | Deduct | Inv Amt | Work Type | Work Role | Bill | Timesheet | Board | Entry Status | Ticket Status | Ticket # | Ticket Summary | Int Notes | Audit Done | Audit Notes | Notes | # issues | all issues | errors | warnings | notices |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 34780 | BMS | AIAM | fdrewett | 2/3 | 9:30 am | 10:30 am | 1.00 | 1.00 | 0 | 125.00 | Remote | Standard Technician | Billable | 2/2 | Help Desk 2.1 | Billed | -Closed | 68592 | Dan Printer Issues | 0 | On-Site to look at Dan's printer. Installed the new usb cable and updated the printer drivers | 1 | Warnings: Work Type: Possible onsite/remote mismatch (work type vs notes) | Work Type: Possible onsite/remote mismatch (work type vs notes) | |||||
| 2 | 34774 | BMS | SONM | fdrewett | 2/3 | 10:45 am | 12:00 pm | 1.25 | 1.25 | 0 | 156.25 | Remote | Standard Technician | Billable | 2/2 | Help Desk 2.1 | Billed | -Closed | 68590 | Apple Business Account Setup and troubleshooting | 0 | On-Site to check out the status of the M1 mac and converting the apple account for Becks to a managed account. logged out of iCloud and attempted to convert the account. Same message about being signed in on the mac... | 1 | Warnings: Work Type: Possible onsite/remote mismatch (work type vs notes) | Work Type: Possible onsite/remote mismatch (work type vs notes) | |||||
| 3 | 37385 | BMS | AIAM | fdrewett | 2/3 | 11:59 am | 12:00 pm | 0.02 | 1.00 | 0 | 25.00 | Travel | Standard Technician | Billable | 2/2 | Help Desk 2.1 | Billed | -Closed | 68462 | Ace Metals hut scale camera issues | 3/24 manually added missing trip charge for onsite -- CS | 0 | 2 | Notices: Int Notes: Internal notes, Notes: Missing notes for travel | Int Notes: Internal notes, Notes: Missing notes for travel | |||||
| 4 | 34770 | BMS | AIAM | fdrewett | 2/3 | 12:00 pm | 2:00 pm | 2.00 | 2.00 | 0 | 250.00 | Onsite | Standard Technician | Billable | 2/2 | Help Desk 2.1 | Billed | -Closed | 68462 | Ace Metals hut scale camera issues | 0 | Worked with Ryan on a new data pull and Replacement camera for the Platform Scale at ACE | 1 | Warnings: Notes: Duplicate notes | Notes: Duplicate notes | |||||
| 5 | 34772 | BMS | IC | fdrewett | 2/3 | 2:30 pm | 4:30 pm | 2.00 | 2.00 | 0 | 250.00 | Remote | Standard Technician | Billable | 2/2 | Help Desk 2.1 | Billed | -Closed | 68589 | Rack Move at the new building | 0 | Working with Ryan on relocating the rack from the upstairs office to the downstairs closet | 0 | |||||||
| 6 | 34765 | BMS | PPT | fdrewett | 2/4 | 8:30 am | 9:30 am | 1.00 | 1.00 | 0 | 125.00 | Remote | Standard Technician | Billable | 2/2 | Help Desk 2.1 | Billed | -Closed | 68408 | Two new hires | 0 | The new user accounts are created for both the server and gmail. Google emailed the new employees the instructions to set the passwords for the email accounts and the server logins are the standard Paradigm123! passwords that they will need to change during onboarding. Thanks! Frank | 1 | Notices: Notes: Possible exposed credentials | Notes: Possible exposed credentials | |||||
| 7 | 34712 | BMS | JGCPA | mleasure | 2/3 | 9:42 am | 10:10 am | 0.47 | 0.50 | 0 | 62.50 | Remote | Standard Technician | Billable | 2/2 | Help Desk 2.1 | Billed | -Closed | 67564 | Email Migration | 0 | Researching tickets. | 0 | |||||||
| 8 | 34713 | BMS | JGCPA | mleasure | 2/3 | 10:11 am | 10:17 am | 0.10 | 0.25 | 0 | 31.25 | Remote | Standard Technician | Billable | 2/2 | Help Desk 2.1 | Billed | -Closed | 67564 | Email Migration | 0 | Good morning Jennifer, Thank you for the note. You’re not doing anything wrong — what you’re seeing lines up with how things are currently configured. Ryan had already started outlining a plan to consolidate the email systems so everyone ends up with a single mailbox, with old addresses continuing to work in the background. He’s been pulled into a few higher-priority issues, so I’m stepping in to review what’s already been gathered and help move this forward without things continuing to sit on the back burner. In the meantime, the reason everyone is checking two email accounts is simply because there are still two Microsoft 365 environments active. Once consolidation is completed, that should go away. For the emails from @jennifergriffithcpa.com landing in clients’ spam folders, I’ll review the current mail flow and email authentication settings to see what we can correct right away while we finalize the larger plan. I’ll follow up shortly once I’ve reviewed the existing notes and confirmed the next steps, so we can move this forward cleanly and without losing any email history. Thank you for your patience, and enjoy your weekend. Best regards, Marc | 1 | Notices: Notes: Notes longer than 500 characters | Notes: Notes longer than 500 characters | |||||
| 9 | 34718 | BMS | JGCPA | mleasure | 2/3 | 10:18 am | 11:00 am | 0.70 | 0.75 | 0 | 93.75 | Remote | Standard Technician | Billable | 2/2 | Help Desk 2.1 | Billed | -Closed | 67564 | Email Migration | 0 | Good morning Jennifer, I wanted to give you a quick update on what I’ve found so far regarding the email issues. Your domain jennifergriffithcpa.com is correctly set up for Microsoft 365, and mail is flowing as expected. However, one important email authentication feature \(DKIM\) is not yet enabled at the DNS level. This commonly causes emails to be flagged as spam by clients, which lines up with what you’ve been seeing. To complete this step, we just need to add two small DNS records at GoDaddy. No email addresses or mailboxes will change, and there is no downtime involved — this simply improves email trust and deliverability. If you’re able to provide us access to the GoDaddy account that manages the domain, I can take care of this for you. Alternatively, I can send you the exact records to add if you’d prefer to handle it on your end. Once this is in place, we should see an improvement in emails landing correctly while we continue to work on the larger email consolidation plan. Please let me know how you’d like to proceed, and thank you for your help. Best regards, Marc | 1 | Notices: Notes: Notes longer than 500 characters | Notes: Notes longer than 500 characters | |||||
| 10 | 34728 | BMS | JGCPA | mleasure | 2/3 | 11:01 am | 12:03 pm | 1.03 | 1.25 | 0 | 156.25 | Remote | Standard Technician | Billable | 2/2 | Help Desk 2.1 | Billed | -Closed | 67564 | Email Migration | 0 | Reviewed Microsoft 365 configuration for jennifergriffithcpa.com and confirmed email is correctly routed to Microsoft 365 \(MX, SPF, Autodiscover all valid\). Identified that DKIM is not currently enabled for jennifergriffithcpa.com, which is a likely cause of outbound emails being flagged as spam by recipients. Attempted to enable DKIM in Microsoft 365; process failed as expected due to missing DKIM CNAME records in DNS. Confirmed DNS for jennifergriffithcpa.com is hosted at GoDaddy. Required DKIM CNAME records have been identified and are ready to be added once DNS access is available. Client has been contacted to request GoDaddy access \(or approval to add DKIM records on their behalf\). Reviewed user exports from both Microsoft 365 tenants: RobertClarkCPA tenant contains significant legacy users. JenniferGriffithCPALLC tenant is smaller and appears to be the post-acquisition operational tenant. Confirmed admin access exists to both tenants, allowing further work once scope is finalized. Internal discussion revealed there is a third firm \(Crystal Thompson, CPA\) sharing office infrastructure, increasing scope complexity. Pausing mailbox/domain changes pending: GoDaddy access to complete DKIM setup Internal alignment \(Ryan/Frank\) on final tenant/domain strategy and which users/entities are in scope for migration Next steps \(pending\): Add DKIM CNAME records in GoDaddy and enable DKIM in Microsoft 365 Internal sync to confirm consolidation plan across all involved entities Proceed with mailbox/domain changes only after scope confirmation | 1 | Notices: Notes: Notes longer than 500 characters | Notes: Notes longer than 500 characters | |||||
| 11 | 34750 | BMS | JGCPA | mleasure | 2/3 | 3:44 pm | 4:27 pm | 0.72 | 0.75 | 0 | 93.75 | Remote | Standard Technician | Billable | 2/2 | Help Desk 2.1 | Billed | -Closed | 67564 | Email Migration | 0 | Received DNS access details for jennifergriffithcpa.com via BrandCrowd \(white-labeled GoDaddy / Wild West Domains\). Confirmed authoritative DNS is hosted on GoDaddy \(domaincontrol.com\) infrastructure. Added required DKIM CNAME records for Microsoft 365 to DNS: selector1.\_domainkey selector2.\_domainkey Records point to the appropriate \*.onmicrosoft.com DKIM endpoints for the JenniferGriffithCPALLC tenant. No existing DNS records were modified or removed. Allowing time for DNS propagation prior to enabling DKIM in Microsoft 365. Updated ITGlue with: Domain registrar and DNS hosting details BrandCrowd as the management portal for DNS changes Relevant notes for future reference and continuity Next steps \(pending\): Enable DKIM in Microsoft 365 once DNS propagation is complete Continue internal coordination regarding email consolidation scope across involved entities before making mailbox or domain changes | 1 | Notices: Notes: Notes longer than 500 characters | Notes: Notes longer than 500 characters | |||||
| 12 | 34764 | BMS | JGCPA | mleasure | 2/4 | 8:00 am | 9:11 am | 1.18 | 1.25 | 0 | 156.25 | Remote | Standard Technician | Billable | 2/2 | Help Desk 2.1 | Billed | -Closed | 67564 | Email Migration | 0 | Good morning Jennifer, I wanted to provide an update and outline our recommended next steps after reviewing everything internally. Frank, Ryan, and I have been discussing the current email setup, and based on what we’re seeing, we feel the cleanest and most reliable long-term solution is to \*\*consolidate the necessary mailboxes from the Robert Clark email environment into your newer Jennifer Griffith Microsoft 365 environment\*\*. This approach allows us to: \* Move staff mailboxes into a single, cleaner tenant going forward \* Reduce confusion from having multiple inboxes \* Improve reliability and manageability long term Importantly, \*\*Robert’s mailbox would also be moved\*\*, but he would \*\*continue using his @robertclarkcpa.com address\*\* as he does today. Once everything is in one environment, that domain can also be used as an \*\*alias\*\* where appropriate, so there is no loss of continuity for clients or contacts. As a separate but related update, we’ve also \*\*resolved the email deliverability issue\*\* you mentioned earlier. DKIM has now been properly configured for `jennifergriffithcpa.com`, which should significantly reduce emails being flagged as spam by recipients. Before moving forward with any mailbox changes, we wanted to confirm that this consolidation plan aligns with your expectations. Once we have your approval, we can coordinate the timing and walk through the process so there are no surprises. Please let us know if you’d like to proceed this way or if you have any questions we can clarify. Best regards, Marc | 1 | Notices: Notes: Notes longer than 500 characters | Notes: Notes longer than 500 characters | |||||
| 13 | 34819 | BMS | JGCPA | mleasure | 2/4 | 3:38 pm | 4:19 pm | 0.68 | 0.75 | 0 | 93.75 | Remote | Standard Technician | Billable | 2/2 | Help Desk 2.1 | Billed | -Closed | 67564 | Email Migration | 0 | Setup export to try and export PSTs to go to Crystal and her firm before migration. | 0 | |||||||
| 14 | 34987 | BMS | NMLGL | rclingan | 2/2 | 11:30 am | 12:30 pm | 1.00 | 1.00 | 0 | 125.00 | Remote | Standard Technician | Billable | 2/2 | Help Desk 2.1 | Billed | -Closed | 68515 | Copy DVD-R for Paula | 0 | Copied discs for paula | 0 | |||||||
| 15 | 34685 | BMS | HH | rclingan | 2/2 | 12:36 pm | 12:38 pm | 0.03 | 0.10 | 0 | 17.50 | Remote | Standard Technician | Billable | 2/2 | Help Desk 2.1 | BilledAgreement | -Closed | 68523 | term user - disable access | 0 | user deleted | 1 | Errors: Billed: Billed time not rounded to 15 minutes | Billed: Billed time not rounded to 15 minutes | |||||
| 16 | 37386 | BMS | AIAM | rclingan | 2/3 | 11:59 am | 12:00 pm | 0.02 | 1.00 | 0 | 25.00 | Travel | Standard Technician | Billable | 2/2 | Help Desk 2.1 | Billed | -Closed | 68462 | Ace Metals hut scale camera issues | 3/24 manually added missing trip charge for onsite -- CS | 0 | 2 | Notices: Int Notes: Internal notes, Notes: Missing notes for travel | Int Notes: Internal notes, Notes: Missing notes for travel | |||||
| 17 | 35017 | BMS | AIAM | rclingan | 2/3 | 12:00 pm | 2:00 pm | 2.00 | 2.00 | 0 | 250.00 | Onsite | Standard Technician | Billable | 2/2 | Help Desk 2.1 | Billed | -Closed | 68462 | Ace Metals hut scale camera issues | 0 | Worked with Ryan on a new data pull and Replacement camera for the Platform Scale at ACE | 1 | Warnings: Notes: Duplicate notes | Notes: Duplicate notes | |||||
| 18 | 34803 | BMS | NMFFL | rclingan | 2/4 | 10:00 am | 10:30 am | 0.50 | 0.50 | 0 | 62.50 | Remote | Standard Technician | Billable | 2/2 | Help Desk 2.1 | Billed | -Closed | 68588 | Elizabeth Laptop Reset | 0 | Start wipe of laptop after taking inventory of software to reinstall -Adobe -Box -Clio Drive -M365 -Chrome Onsite -Epson Scan Driver -Print driver -keyboard drivers? epomaker | 1 | Warnings: Work Type: Possible onsite/remote mismatch (work type vs notes) | Work Type: Possible onsite/remote mismatch (work type vs notes) | |||||
| 19 | 34801 | BMS | AIAM | rclingan | 2/4 | 10:30 am | 11:15 am | 0.75 | 0.75 | 0 | 93.75 | Remote | Standard Technician | Billable | 2/2 | Help Desk 2.1 | Billed | -Closed | 68601 | Pam and Paula PC Swap | 0 | Swap pam over and setup shares omni sage etc | 0 | |||||||
| 20 | 34799 | BMS | HH | rclingan | 2/4 | 11:30 am | 11:45 am | 0.25 | 0.25 | 0 | 31.25 | Remote | Standard Technician | Billable | 2/2 | Help Desk 2.1 | BilledAgreement | -Closed | 68602 | AdrianaS printer setup for AOC | 0 | setup printers for adriana | 0 | |||||||
| 21 | 34800 | BMS | AIAM | rclingan | 2/4 | 12:00 pm | 12:15 pm | 0.25 | 0.25 | 0 | 31.25 | Remote | Standard Technician | Billable | 2/2 | Help Desk 2.1 | Billed | -Closed | 68601 | Pam and Paula PC Swap | 0 | setup paula back on her pc | 0 | |||||||
| 22 | 34804 | BMS | NMFFL | rclingan | 2/4 | 12:15 pm | 12:30 pm | 0.25 | 0.25 | 0 | 31.25 | Remote | Standard Technician | Billable | 2/2 | Help Desk 2.1 | Billed | -Closed | 68588 | Elizabeth Laptop Reset | 0 | sign in and start updates add rmm agent to machine | 0 | |||||||
| 23 | 34805 | BMS | IC | rclingan | 2/4 | 12:30 pm | 12:45 pm | 0.25 | 0.25 | 0 | 31.25 | Remote | Standard Technician | Billable | 2/2 | Help Desk 2.1 | Billed | -Closed | 68603 | Carol's Access/Computer | 0 | scheduled for friday to move pcs around at main office and went through active users on server with courtney to clean up active users so we can reenable carols user. | 0 | |||||||
| 24 | 34806 | BMS | IC | rclingan | 2/4 | 12:45 pm | 1:00 pm | 0.25 | 0.25 | 0 | 31.25 | Remote | Standard Technician | Billable | 2/2 | Help Desk 2.1 | Billed | -Closed | 68298 | Server & User Cal | 0 | host has only 3gb ram free currently with vms as configured. we need to scale this back on the dc and app server so that we can create a new vm to build the new DC to migrate to. | 0 | |||||||
| 25 | 34817 | BMS | NMFFL | rclingan | 2/4 | 1:30 pm | 2:00 pm | 0.50 | 0.50 | 0 | 62.50 | Remote | Standard Technician | Billable | 2/2 | Help Desk 2.1 | Billed | -Closed | 68588 | Elizabeth Laptop Reset | 0 | Finish installing apps and setup still need to transfer browser data, and downloads need to sign in to apps other than office need to setup print and scan drivers | 0 | |||||||
| 26 | 34841 | BMS | HH | rclingan | 2/5 | 9:30 am | 10:30 am | 1.00 | 1.00 | 0 | 125.00 | Remote | Standard Technician | Billable | 2/2 | Help Desk 2.1 | BilledAgreement | -Closed | 68600 | Desktop setup for AOC | 0 | Update desktop prepare for deployment - add google credential provider for windows google drive office ltsc download printer drivers set admin password | 0 | |||||||
| 27 | 34875 | BMS | HH | rclingan | 2/6 | 8:10 am | 8:11 am | 0.02 | 0.25 | 0 | 31.25 | Remote | Standard Technician | Billable | 2/2 | Help Desk 2.1 | BilledAgreement | -Closed | 68635 | Google Drive on Desktop | 0 | Good morning, To reconnect your google drive to file explorer please search for the google drive application and open it. this should add it back to your file explorer. | 0 | |||||||
| 28 | 34941 | BMS | HH | rclingan | 2/6 | 8:30 am | 8:45 am | 0.25 | 0.25 | 0 | 31.25 | Remote | Standard Technician | Billable | 2/2 | Help Desk 2.1 | BilledAgreement | -Closed | 68600 | Desktop setup for AOC | 0 | pickup cables and anything necessary for setup at aoc | 0 | |||||||
| 29 | 34942 | BMS | HH | rclingan | 2/6 | 8:45 am | 9:15 am | 0.50 | 0.50 | 0 | 62.50 | Remote | Standard Technician | Billable | 2/2 | Help Desk 2.1 | BilledAgreement | -Closed | 68600 | Desktop setup for AOC | 0 | setup desktop at aoc and cleanup workstation area removing excess docks and cables | 0 | |||||||
| 30 | 37392 | BMS | IC | rclingan | 2/6 | 9:14 am | 9:15 am | 0.02 | 1.00 | 0 | 25.00 | Travel | Standard Technician | Billable | 2/2 | Help Desk 2.1 | Billed | -Closed | 68603 | Carol's Access/Computer | 3/24 manually added missing trip charge for onsite -- CS | 0 | 2 | Notices: Int Notes: Internal notes, Notes: Missing notes for travel | Int Notes: Internal notes, Notes: Missing notes for travel | |||||
| 31 | 34958 | BMS | IC | rclingan | 2/6 | 9:15 am | 10:15 am | 1.00 | 1.00 | 0 | 125.00 | Onsite | Standard Technician | Billable | 2/2 | Help Desk 2.1 | Billed | -Closed | 68603 | Carol's Access/Computer | 0 | setup desktop and move workstations ensure carol can sign into desktop | 0 | |||||||
| 32 | 34945 | BMS | NMFFL | rclingan | 2/6 | 10:30 am | 11:30 am | 1.00 | 1.00 | 0 | 125.00 | Onsite | Standard Technician | Billable | 2/2 | Help Desk 2.1 | Billed | -Closed | 68588 | Elizabeth Laptop Reset | 0 | finish setup of elizabeth laptop install printers and scanner configure apps as required | 1 | Errors: Work Type: No travel entry found for onsite (based on tech, date, company) | Work Type: No travel entry found for onsite (based on tech, date, company) | |||||
| 33 | 34952 | BMS | NMFFL | rclingan | 2/6 | 11:30 am | 12:15 pm | 0.75 | 0.75 | 0 | 93.75 | Remote | Standard Technician | Billable | 2/2 | Help Desk 2.1 | Billed | -Closed | 68548 | Macbook reset for collette | 0 | setup collette on macbook pro and make sure it docks properly | 0 |
Legend:
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Tickets with over 5 hours in the current view (1)
| Hours | Ticket # | Company | Ticket Summary |
|---|---|---|---|
| 5.50 | 67564 | JGCPA | Email Migration |
Errors
| Field | Message | Count |
|---|---|---|
| Billed | Billed time not rounded to 15 minutes | 1 |
| Work Type | No travel entry found for onsite (based on tech, date, company) | 1 |
| Total | 2 | |
Warnings
| Field | Message | Count |
|---|---|---|
| Notes | Duplicate notes | 2 |
| Work Type | Possible onsite/remote mismatch (work type vs notes) | 3 |
| Total | 5 | |
Notices
| Field | Message | Count |
|---|---|---|
| Int Notes | Internal notes | 3 |
| Notes | Missing notes for travel | 3 |
| Notes | Notes longer than 500 characters | 5 |
| Notes | Possible exposed credentials | 1 |
| Total | 12 | |