Financial Reporting
This is the amount of days the Support Coach team has to complete a Financial Report.
What is 3 Business Days?
This is the amount of backposting a FR is allowed to have without reaching out for new reports.
What is $2,000?
This is the amount of time a Support Coach has to update an Onsite visit after details have been confirmed
What is 2 business days?
This person is the first point of contact for Sharepoint troubleshooting and assistance
Who is the assigned Support Coach?
This is how you locate a client's Support Coach
What is: either opening the client's D365 profile, or the header in a call summary?
This is an email sent to an Accounting Coach or Bookkeeper when backposting is present
What is New Reports Required (NRR?)
These are the 3 reports needed to process a financial
What is trial balance, month-to-date profit & loss, year-to-date profit and loss?
This is how many Call Summaries a Support Coach processes per month on average
What is 250?
We need written/emailed permission from this person before we are able to grant or expand Sharepoint access to any contact
Who is the owner?
This person is responsible for updating canceled or rescheduled calls
Who is the Head/Accounting/Service Coach?
This Coach is responsible for requesting monthly reports, processing reports, sending NRR emails, managing the FR Log, and updating "month of last financial"
Who is the Support Coach?
This coach is responsible for assisting bookkeepers in pulling reports, answering department questions, reaching out to level 3 clients, and explanations of accounting concepts.
Who is the Accounting Coach?
This is the amount of time a Lead has to respond to confirm an exit or reassignment interview schedule request
What is 2 business days?
This is the only person who is able to grant, expand or alter a client's sharepoint access.
The Support Coach
This is the amount of time a Profit Coach has to close out a call and complete a call summary
What is 3 business days?
Name two reasons a Financial Report may not be processed
What are: backposting exceeding $2,000, reports not in excel format, cash basis vs accrual basis trial balance, incorrect dates
This occurs when a previously closed month is reopened and new transactions are added, changing the MTD and YTD net income totals.
What is backposting?
This is the necessary final step by a Profit Coach needed to get paid for an Onsite visit
What is complete the call summary and notify the Support Coach?
This is often mistaken for a shortcut to granting access to SharePoint
What is the "share" function?
You can send an email to either of these two places if you do not find the Support Coach
What is 1. the client group or 2. SupportCoachTeam email group?
Per the latest update in procedure, the amount of days an NRR will sit with no response before processing.
What is 5 business days?
These are the only FR documents the Support Coach can alter or troubleshoot
Support Coach Checker, Financial Reporting document, Financial Import
This is the secondary database Support Coaches and IT use to give Sharepoint access to external users
What is Microsoft Azure?
This calendar is used to communicate vacations, travel and other upcoming events with the scheduler
What is the "Open to Sell?"