Billing
The number of days a client has to pay an invoice.
What is net terms?
The name of the database that is used by a BOA to enter Financials or Oasis, or to access OnBase.
What is PeopleSoft?
When a BOA reaches out to a client about past due balances.
What is a quality call?
What does TEA stand for?
Time and Expense Associate
The application within PeopleSoft that is used by a BOA to send invoices directly to a client.
What is OnBase/EID?
The page in PeopleSoft that a BOA uses to log conversations with a customer for quality calls and welcome calls.
What is Item List/View and Update Conversations?
The person who brings in business from the field office.
What is the account manager?
When a BOA reaches out to a client to confirm billing information
What is a welcome call?
What year was Aerotek founded?
What is 1983
The form an account manager fills out and send to credit for approval when starting business with a new client; a form that the BOA uses during a welcome call to confirm billing information
What is the client requirement guide (CRG)?
The form Cash submits to a BOA in order to apply a payment to open invoices in PeopleSoft.
What is a backup request (or BUR) form?
The department that approves CRG forms and determines net terms.
What is credit department?
An audit sent by Sonja Murphy, detailing invoicing requirements for each client a BOA bills for
What is the special billing audit?
What is our homepage called?
The Pulse
When a client has specific billing requirements, such as a PO number, department numbers, or other requirements that are beyond PeopleSoft capabilities.
What is special billing?
The Excel document used by a BOA to create a statement for the client as well as code payments and research invoicing issues; each client has one in their own individual folder
What is a Weekly Statement of Account (WSOA)?
The fourth step of the business cycle that BOA's play a role in.
What is Billing and Collections?
An audit sent by Sonja Murphy that a BOA must review and edit contact information to make sure invoices have a delivery method.
What is the electronic invoice (or e-invoice) audit?
Name the Allegis Group Brand that focuses on Engineering and Science Services
What is Actalent
What day of the week is our billing date?
Thursday
The report that details what credit balances are open on an account.
What is the On Account / Credit Invoice Report?
What are the 3 OPCos
Aerotek, Aston Carter, Actalent
What are three audits found on your scorecard?
Special billing, EID, quality calls, welcome calls
Name three of eight guiding principles.
Honor your promises, develop yourself and other, build a legacy, give and receive feedback, treat everyone with respect, take ownership, work together with pride, and passion, and respect the past; create a better future