🔒 PROTOTYPE DEMO · Module 05 · The portal holds every payment case; the Teams cards are a view of it. Nothing here writes to Xero.

JY GLOBAL AI Portal

Personal Assistant

Workspace

Dashboard Chat Workspace6 Meetings2 Knowledge Hub130

CRM

Clients24 Suppliers14 Introducers3 Sales Pipeline6 Invoices & payments2 Campaigns

Collection

Form templates4 Forms13

Tracking

Reminders Audit log

Configure

Standing rules CRM Setup Integrations Chat groups1 Settings

AY

Andy Yu

Managing Director

Module 05 · CRM

Invoices & payments

Cases open when a payment proof is posted in a registered WhatsApp or Telegram client group, or a receipt is uploaded in Teams. Andy and Leo review them here or on the Teams card — the portal is the record, Teams is a view of it.

WhatsApp Telegram Teams

Invoices Payment review2

Case	Client · invoice	Payable	Received	Channel · group	Status	Checks	Age	Reviewer

Nothing here

Original proof

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Weekly payment report

Every Saturday at 07:00, Kuala Lumpur time

Settings

Editing · Coming soon

Schedule: Sat 07:00 · Asia/Kuala_Lumpur
Covers: Previous Sat 00:00 → Fri 23:59
Recipients: Andy Yu · Leo Chan
Delivered to: Teams chat “Payments review” + email
Attachment: payments-week.xlsx
Next run: Sat 13 Jun 2026 · 07:00

The report also lists open cases with their age, totals by company and currency, and every AI correction with before and after. Dismissed cases are left out of totals and counted on their own line.