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
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
Access invoices Search Invoices View as needed for research or review

Finance Department - How to access invoices
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.