Best Practices
What's the biggest meeting inefficiency?
No agenda/ stated purpose
What's the difference between OASIS & FINANCIALS
Oasis is before invoices are generated, Financials are after
What are Jess's pet(s) names?
Tucker and Hogarth (Hoagie/ lil' Ho)
What’s an efficient tool to use when explaining a statement on a client call?
Sharing your screen with the client showing the already shared statement
How can you quickly apply the same formula across multiple rows without dragging?
Double-click the fill handle or use Ctrl+D.
How many times has Kate won TOQ as an SMOS?
5 times, 7 total
Why do we document a process change?
To be up to date with the invoices and accounts and visibility for leadership to easily understand
What advanced Excel function can pull data from other sheets based on criteria?
VLOOKUP
Share a fun memory you have with the person you going up against
free points!
When filling out an FS Adjustment form or reviewing a form that was submitted to you, what is the risk of not auditing the form correctly?
Risk of FS Adjustment being completed incorrectly – wrong hours, wrong rates, incorrect invoice amount, wrong invoice being adjusted, contractor being impacted in error, etc.
If the AM needed to see how much was billed to the client for contractor A from April 2025 to October 2025, what query would you pull and how would you find it?
Invoice statement all, filter to contractor and date
Who has travelled the farthest?
Mia!
When auditing, what is the best practice if you come across a rejected expense in Time & Expense?
Communicate the reason for rejection promptly to payroll, provide clear instructions for correction.
Your CHS notes did not pull over to your Unbilled file. What formulas can you use to pull this information over?
Create a combo column of contractor name, weekending, & earn code in both files. Then use the combo column to v-lookup the notes
Put our birthdays in order (Em, Mia, Jess, Justin, Kate, Michelle)
Justin
Jess
Michelle
Emily
Mia
Kate