Collections

Mer som dette

Days of the week

Ved Ulises Cuellar

DIGITAL LEARNING

Ved mg licandro

horses

Ved Saara Luik

Employee Onboarding Process

Ved Mindomo Team

Collection File Preparation

Any Updates/Changes to Quality Procedures Manual

Structure Chart

GDPR

Process Flowchart

Processes

Overview

Method Stat

Internal Audits

Billing

Order Processing

Planning

Company/Quality 2

Company/Quality 1

Sales

Technical Support

Training

Directors

Helen

Ian

Tech / Back Room

Mitchell

Conor

Admin

Claire

Jules

Kayleigh

Lynn

Competency matrix

Reviewed & Updated

External Audit

Relevant files on flashdrive

Folder content checked

Scheduled for .

Master Document List

Additional Files/general updates

Locations checked/updated

Files reviewed

Non-conformance Reports

June July Aug

Mar Apr May

Dec Jan Feb

Sept Oct Nov

Completed & Reviewed

Purchasing

Main Supplier List reviewed/updated

Approved Suppliers Reviewed

Policy Reviewed

Master Risk Register

Reviewed/Updated

Filtering Data

Reviewed

Invoices Data

Edit Payment Method to match Paid/Cancelled/Other specific

Filter by date - Copy out Current & Billing Month match to their sheets

Collect & Prep SQL Report "Invoices for Sage Import"

CFP Data -Ad Hoc Invoices

Complete Current Month Ad Hoc Sheet

Complete Ad Hoc Bill Month Sheet

Check any Paids & highlight/mark up

Collect & Prep SQL Report (Ad Hoc by Current Month)

Collect & Prep SQL Report (Ad Hoc by Bill Month)

Prep CFP Summary Sheet

5

Any Credits or Adjustments

4

Any DD Rejects

3

CC Declines

2

DD Refer to Payer

1

Sage Invoices

Post Billing

Collect/Print Billing Management Summary Report

Import Affinity Invoices into Affinity Sales Ledger

Collect Affinity Invoices (FTP) & store on Server

New Collection File (if not already done)