Workflows for Batching
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06-07-2022 11:34 AM
Who does your batching? We're thinking about having dispatchers batch since they are ensuring proper billing for the jobs that are completed.
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Batching Process
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08-11-2022 06:57 AM
We operate very similarly as the below suggestion. I have my dispatchers create and post their own batches for billing invoices, since I do not always know when they are done with their batch). As the Office Manager, I batch and post all payments, plus any invoicing I may complete. I also handle the exporting of all batches. Hope this helps.
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06-07-2022 11:57 AM
Dispatchers batch service invoices. Install coordinators batch install invoices. Membership invoices batch automatically. Controller/finance person/office manager post and export.
Jessica Woodruff Smith, LadyTitans Co-Founder & Process Manager at AirWorks Solutions
