Good morning, Ana.
BridgePrep Academy · 26 campuses · Wednesday, June 3, 2026
⚠️ 2 high-priority purchase orders pending 5+ days — health dept violation & fire safety. Immediate review required.
💳 4 bills pending payment totaling $38,450. Oldest bill is 28 days outstanding.
🔄 QuickBooks migration in progress. Phase 2 of 4 complete — vendor list and chart of accounts imported.
Open Purchase Orders
8
High Priority
2
Bills Pending
4
Budget Used
61%
Compliance
18/26
⚠️ Needs Attention
| Campus | Issue | Days Open | Status |
|---|
💳 Bills Due
| Vendor | Campus | Amount | Due |
|---|
📊 Budget by Category
🕐 Recent Activity
Network Map
All 26 BridgePrep campuses — live status overview
Purchase Orders
All campuses · Summer 2026
| PO # | Campus | Description | Category | Vendor | Amount | Quotes | Priority | Status | GL Entry |
|---|
New Purchase Order Request
Submissions tracked through approval · Auto-creates GL entry on approval
Required Quotes
Enter an amount to see how many quotes are required
Competitive-quote policy is applied automatically by purchase-order amount. Every purchase order must have its required quotes attached before it can be approved.
$0–499 · 1 quote
$500–9,999 · 2 quotes
$10,000+ · 3 quotes
Enter an estimated amount above to unlock the quote attachments.
Photos
Recommended · none attached yet
Attach photos of the item, equipment, or location. Optional, but strongly encouraged — photos give Ops the context to approve faster.
📷
Click to add photos
JPG or PNG · attach as many as needed
🔴 High — Safety / Compliance
🟡 Medium — Operations
🟢 Low — Planned
Vendor Registry
Approved vendors · Insurance and license tracking
Approved Vendors
| Vendor | Trade | License # | Insurance Exp. | YTD Paid | Status |
|---|
Preferred Vendors by Campus
Each campus rated the vendors it used — "would you use them again?"
Contract Management
Active contracts · Expiration tracking · Document vault
📄 2 contracts expiring within 60 days. Review and initiate renewal before summer projects begin.
| Contract # | Description | Vendor | Scope | Annual Value | Expiration | Status |
|---|
Accounts Payable
Bills · Payment tracking · GL coding
Pending Payment
4
Overdue
1
Paid This Month
$42,100
YTD AP
$183K
Open Bills
| Bill # | Vendor | Campus | GL Account | Fund | Amount | Due Date | Status |
|---|
General Ledger
All journal entries · Facilities & Operations accounts
Total Debits (MTD)
$48,200
Total Credits (MTD)
$42,100
Net Balance
$6,100
Journal Entries — June 2026
| Date | Entry # | Account | Description | Campus | Fund | Debit | Credit |
|---|
Budget Tracking
Summer 2026 · Operating fund + Bond funds · All campuses
Total Budget
$300K
Committed / Spent
$183K
Remaining
$117K
Bond Funds
$2.4M
By Category
Top Campuses by Spend
| Campus | Committed | Open WOs | % of Alloc. |
|---|
Bond Fund Tracker
Series 2024 · Series 2025| Fund | Total Authorized | Drawn to Date | Remaining | % Used | IRS Deadline | Status |
|---|---|---|---|---|---|---|
| Series 2024 | $8,500,000 | $3,200,000 | $5,300,000 | 38% | Dec 31, 2026 | On Track |
| Series 2025 | $12,000,000 | $1,800,000 | $10,200,000 | 15% | Dec 31, 2027 | On Track |
Financial Reports
Board-ready · Auditor-ready · Export to PDF or Excel
📊
Budget vs. Actual
By campus, category, and fund
Ready
🏛
Bond Expenditure Report
IRS compliance · Series 2024 & 2025
Ready
📋
AP Aging Report
Outstanding bills by age bucket
Ready
🏫
Campus Spend Summary
All 26 campuses · YTD
Ready
✅
Compliance Summary
All campuses · 8 categories
Ready
🔍
Vendor Spend Analysis
By vendor, category, campus
Ready
Campus Compliance
Integrated · All 26 campuses · 8 compliance categories
✅ Compliance data fully integrated. This replaces the standalone BridgePrep Compliance Tracker — all data lives here now.
Fully Compliant
18
Due Within 30 Days
6
Overdue / Expired
4
Total Items Tracked
208
Compliance Matrix — All Campuses
Compliant
Overdue
Due Soon
N/A
CAMPUS · FIRE · HEALTH · ENVIRO · WATER · MECH/STRUCT · LICENSING · PLAYGROUND · BLDG RECERT
View detailed compliance tracker →
Users & Access
Role-based access control · All platform users
| Name | Role | Campus Access | Last Login | Status |
|---|
Role Permissions Matrix
| Permission | Management | Accounting | Campus Coord. | Executive | Auditor |
|---|---|---|---|---|---|
| Submit purchase orders | ✅ | — | ✅ Own campus | — | — |
| Approve / deny purchase orders | ✅ | — | — | — | — |
| View all campuses | ✅ | ✅ | ❌ Own only | ✅ | ✅ |
| Enter / pay bills (AP) | — | ✅ | — | — | — |
| View financial reports | ✅ | ✅ | — | ✅ | ✅ Read-only |
| Manage vendors / contracts | ✅ | ✅ | — | — | — |
| View audit log | ✅ | — | — | — | ✅ |
| Manage users & roles | ✅ | — | — | — | — |
QuickBooks Migration
Transition from QuickBooks Online into Pinnacle — your data, fully imported
Migration Status · Smart Management Schools
QuickBooks Online → Pinnacle
Your historical data, vendor list, chart of accounts, and open bills are being migrated from QuickBooks into Pinnacle. Once complete, QuickBooks can be discontinued. Your data never leaves your control.
✓
Chart of Accounts
All GL accounts imported and mapped. Complete.
✓
Vendor List
142 vendors imported with contact info. Complete.
3
Historical Transactions
Importing 3 years of transaction history. In progress — 68% complete.
4
Open Bills & AR
Pending — starts after transaction import.
Import Progress
What Gets Imported
✓
Chart of Accounts — All GL accounts mapped to Pinnacle categories
✓
Vendor List — All vendors with contact info, payment terms, and history
✓
3 Years of Transactions — Full AP history for audit trail continuity
⏳
Open Bills — All unpaid bills migrated as open AP items
⏳
Budget History — Prior year budgets imported for comparison reporting
Audit Log
Complete immutable record of all system actions
System Activity
| Timestamp | User | Role | Action | Record | Campus | Amount |
|---|
Campus SITREP
Weekly situation report · network roll-up across all 26 campuses · W/E —
This Week — All Campuses
| Campus | Dir. of Ops | Status | Yellows | Reds | W/E |
|---|
New Campus SITREP
Weekly situation report · informs management of campus status — good, bad, or otherwise
📷
Click to add photos
Attach photos of safety items, systems, or projects