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AR Management & Client Invoice Process

New process to standardize AR outstanding invoices & AD invoice approvals each month

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Written by Kristin Crabb
Updated over 2 years ago
  • Who This Applies to: Accounting Department, Account Directors & Account Managers

  • What’s New:

    • AR Management — New process for outstanding AR & client invoice notifications

      • Past due automated client notifications sent from Accounting Team

      • Evaluation of AR from Leaderships team and potential to suspend of services

    • AD Invoice Approvals — Solidified process for parties involved in AD client roster & invoice approvals and outlined a timeline to be held to each month

  • Reminder:

    • Account Directors must review AR doc on a WEEKLY basis

    • Account Directors are responsible for reviewing & approving client invoices at the start of each month

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