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.
Click here to learn about Processing Invoices in WorkRecords.