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?
The name of your supervisor.
Who is [...]
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?
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?
Sydney's favorite show
The Witcher
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 on Tuesday, detailing invoicing requirements for each client a BOA bills for
What is the special billing audit?
The team who only does collections on clients with a good payment history and low risk credit score.
What is the account maintenance (or "AM") team?
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 on Mondays 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?
Sydney's cats names
What are Toaster Strudel and Cinnabon
When a client is sent one email with multiple invoices attached rather than multiple emails with a single invoice attached (what is this called?)
What is "consolidated delivery?"
The report that details what credit balances are open on an account.
What is the On Account / Credit Invoice Report?
The back office regional controller (BORC) for Aerotek, Actalent, or Aston Carter.
Who is Mike Bertoni, Jennifer Douglas, Tommy Mazurkiewicz?
Day of the week that Special Billing Audit is sent out.
What is Tuesday?
The three corporate office locations
What is Tempe, Arizona - Jacksonville, Florida, Baltimore, Maryland?