Protocol for Locating and Correcting Financial Errors
Title:
Protocol for Locating and Correcting Financial Errors
Dept:
Operations
Area:
ATC/APC
Related KPI:
ATC/APC
Effective Date:
November 28, 2022
Type
Locating and Correcting Financial Errors
Pages
1
Description:
City Managers are responsible for reviewing, locating, and correcting any and all financial errors made on behalf of their teams. Correcting any and all financial errors per team leads to drastic improvements in regards to their overall ATC and Workday Performance.
Procedure:
In VetSpire, navigate to the top left hand corner of the screen and select the team in which you are auditing.
- Navigate back to the side directory and select “Invoices”.
- Address any and all open or blank invoices.
- Address and combine any multiple same client invoices.
- Navigate back to the side directory and select “Payments”
- Verify the “Method” of Payment.
- “Stripe” for credit card payments.
- “Cash” for cash payments.
- Navigate back to the side directory and select “Accounts Receivable”.
- Handle all cases listed immediately.
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