Townhall Details
Who has an invoice upload process for freight invoices that saves time, eliminates manual work and improves accuracy?
Accounts Payable
Who is responsible for creating a DCO?
Sales
Project IDs are based on the business unit and the ____________ closest to the client job site aka "ship to".
"delivering office"
When a project invoice from a prior financial year where the project is now closed but requires a credit for a reduced SOW, who do you call?
Ghost Busters... Just kidding. This requires a confirmation with the AE and PM followed by a Free Text Credit request.
Controllership
Robbie Joiner
What system went live in Jan 2026 that has a centralized BOM and documentation package?
Germany D-Tools
Who approves a credit refund?
Jennifer Cruz
After a new project conversion, a _____________ is initiated by the PMO team to bring all the active stakeholders together.
Kick-Off Meeting
Set of Diversified focused accounts with the goal of growing our business by providing them white glove service with a consistent team of Diversified support.
Enterprise account
Treasury
Mark Sestini
What are two strategies for cultivating patience?
Practice empathy; Pause before reacting
Which FO Team is responsible for creating an FTCN?
Billing
Service/Support contracts are commonly associated with a ______________ .
Service Level Agreement
What client document is required when a refund is under review?
Client W-9
VP of Finance Ops
Michelle Baker-Crail
CEO
Paul Lidsky
Who is the new Credit Manager?
Kenyesha McInnis
Every AR proforma invoice begins with a ____________ reference # in the system, but it will not appear on the posted invoice.
PRIP-0000
Documents handed off to the Contract Admin team for Project conversion are found where?
DPC / Presales Documents
System & Platform Standardization
Jen Bazela
What is the first phase of the process improvement workflow?
Intake & Alignment
Which team now handles cash application, cash management & reconciliation? Manager of this team?
Accounting Operations; Melissa Williams
Which team is responsible for client Portal registrations?
Billing Portal Team
Why is it so important to maintain proper records for a client Box Sale, Project or Service engagement?
To ensure we are prepared for AUDIT Season!
FP&A aka
Financial Planning & Analysis
Tom McIlheran