Agency - Billing Process Review
At this point in the training, we like to take another pause in your training to review your billing process. This will be to ensure you are following the best path to get the invoicing and reports needed from the system. Since some of this process is built on how your projects are processed in the system (i.e. Time and Expense Entry), it is in your best interest to document your processes and needs from all key players.
Attendees: Core Implementation Team, Project/Account Managers, and Billing Team.
Homework: Create documentation prior to the call for all billing processes.
Est Homework Time: Core Team=2 hr; Billing Team=3 hr
Total Homework Time: 5 hr