all data is live and searchable
|
Basic Assignments
|
Options & Settings
|
Main Time Information
|
||||||||||||||||||||||
|
|
|
Blue
|
|
||||||
|
||||||
|
|
|
Notes:
|
|
A/R Associate’s Paperwork Process: 1. Stamp – open and stamp 2. Delegate mail a. Payables b. Inventory c. Title d. Receivable & payroll 3. Sort in types a. Cash/check b. CC 4. Prep & making notes 5. Checking bank for CC batch #’s and checking to make sure money is in the bank or at least recorded in CC payment app. 6. Print out CC batch reports with system deposit info 7. Start in on CC transactions and working through deals 8. Dealing with Deposits (CC transaction) – add/edit remove and make new printouts according to actual batches not deposits sent in by sales and staff 9. On the sale of a unit a. Check deposit b. Invoice c. Ok for payroll d. Prep jacket (for units) Associates PO’s & Payables: -Working with associate on invoices. Watched her doing a redneck statement. -Need a way to mark PO’s as paid. -Redneck statement had 40+ invoices – some were for other corps and some were for different amounts – received x $, invoiced for y $ - the PO should be boss? On paying PO’s: - She adds each PO as a separate line item. She records the external invoice # and date in the expense line item description. Each line item gets the PO total and gets assigned the correct expense type. She put the store to BSI (inventory is balance sheet). - Possibly add a link at the top of the add/edit form that says pay a PO for this vendor. Set it up so that the user can check (box) the PO’s and enter the store and expense type. They can use this sub form as often as needed. - In the background we could mark the PO’s paid and record a receipt #. Add payment notes on update payment status page |