Open Invoice Report - Needs Updating

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• Open Invoice Report

  Each Friday, create a current Open Invoice Report in Quickbooks Log into Quickbooks Select Report Center (located on the header) Select Customer and Receivable Select Open Invoice Report using the date for that Monday Print report as a PDF Save the ...

• Tasks - Needs updating

  Daily Tasks: Check email when arrive Enter any bills or charges that have come in Answer any collections emails Go thru folders for any receipts/bills/deposits that may have come in Record as necessary Update Access file for any demos scheduled/demos ...

• BI Procedures - needs updating

  DomoData: Update SalesTracking access file Run CreateDomofile Go to Zoho.com In Zoho Analytics click on DomoData table file Click “import data” Choose “import data into this table” Choose “import from Files & Feeds” How do you want to import? “Delete ...

• BI Procedures - needs updating

  DomoData: Update SalesTracking access file Run CreateDomofile Go to Zoho.com In Zoho Analytics click on DomoData table file Click “import data” Choose “import data into this table” Choose “import from Files & Feeds” How do you want to import? “Delete ...

• Collections Report

  Each Friday, create a current Collections Report. When you get ready to create the report, you will need to change the fields as follows: End Date: Select a date well beyond the final invoice date due (about 3 or 4 months ahead) Agent: Use drop down ...