Reviewing Activity for Accounting and Finance Managers
Common areas that Labor Buyers in Accounting and Finance typically review, either through running Views or setting Alerts, include:
| Activity | View Name | WorkRecords Best Practice(s) and Training Materials/videos | Method |
| Review activity (daily labor report, weekly, month-end, etc.) | Daily: Review Hours and Spend in Progress | View as needed; provides a variety of information over any date range Finance Department - Running Reports in WorkRecords Training Video | View |
| Review WorkSegments not yet invoiced | Daily: Review Hours and Spend in Progress | Set to run an Alert weekly for WorkSegments greater than 2-3 weeks old that have not yet been invoiced Finance Department - How to run and save a report and set up an Alert if a WorkSegment hasn't been invoiced yet - Training Video | Alert |
| Access invoices | Search Invoices | View as needed for research or review Finance Department - How to access invoices | View |
| Review Invoice Detail | Daily: Review Hours and Spend in Progress | View as needed to review invoice details | View |
If there is not a Compliance Manager at the location where you are working, you will want to review additional Views/Alerts used by the Compliance Manager. The person in the Compliance Manager role generally monitors additional items, such as Bill Rate changes, edit patterns, etc.