GMCC Policies
QBO
Heroes/Villains
Financial Cents
LastPass
Email Etiquette
100
Who do you need to notify if you are not able to work?
Gina and Christina
100
What should every Journal Entry have?
Support
100
How many people said their parent/parents are their hero?
5
100
What job should QBO code and match be listed in?
AP
100
Who should you notify when a password in LastPass needs to be updated?
Christina
100
What is the expected time frame to respond to an email?
with in 24 hrs, unless it is the weekend
200
What application do you use to inform GMCC that you will not be able to work?
200
What QBO reports should be included in the Month End Close?
1. Trial Balance
2. Recon Reports
3. P&L
4. General Ledger
5. Balance Sheet
200
Who is Mike's Hero?
Martin Luther King Jr
200
Where do you adjust the settings for a client task? (example: Client task:requesting stmts for ME)
Client Tasks - Manage Notifications
200
Is it ok to save passwords on your browser and Lastpass?
No, only LastPass
200
When should you CC Gina on an email?
When a client includes Gina in the email
300
When should you have your camera on?
During all GMCC video calls and if/when client has it on
300
What version of QBO do you get spreadsheet sync?
Advanced
300
Who said they were the bad influence?
Justine and Alec
300
Name a job that should have the dependency turned on
ME: Reconcile Bank
300
What documents need a LastPass Encryption?
Income Tax returns
300
When should you use CAPS in your email?
Never
400
Where should you save your unfinished work at the end of each day?
The WIP folders
400
Where can you reclassify bulk transactions?
Accountant tools
400
What U.S Villain is currently getting indicted?
Trump
400
What 4 pieces of information do you need to enter when you create a job in FC?
1. Job name
2. Client name
3. Due date
4. Budgeted time
400
Who should you ask for visibility to passwords in Lastpass if you cannot see it?
Gina, Christina, Mike
400
Name 2 things to help with your email organization
Folders, color coding, flags and rules
500
When creating a banking rule, where do you complete replace bank memo?
+Assign more
500
What movie is Groot from?
Guardians of the Galaxy
500
Can you delete jobs/projects in FC?
No, notify and assign Christina to delete
500
What is something that should be saved in the notes section in LastPass?
Security questions and answers, who a code is being sent to, former passwords, login codes, company code
500
Which writing style is preferred in your email...please or may we?
Please