Stride Projects - Progress Update
Stride Projects - Progress Update
How to Handle Source Document for Recurring Bills
How to Handle Source Document for Recurring Bills
If with Supporting documents
Saved the document in Gdrive > Client > AP Expenses > Recurring Bills > CY
File name: Recurring Bills_Vendor_MM/YYYY
If start and end date is available, reflect it in the file name, otherwise, start date will do if the end date is not identified.
Attached the source document in Bill.com when processing the initial payment
If no supporting documents other than email from client
Screenshot the email and saved it in Gdrive > AP Expenses > Recurring Bills >CY
File name: Recurring Bills_Vendor_MM/YYYY
If start and end date is available, reflect it in the file name, otherwise, start date will do if the end date is not identified.
Attached the screenshot in Bill.com when processing the initial payment
3. All Recurring Bills per client should have a summary list (in spreadsheet ) saved in Gdrive for easy monitoring. Spreadsheet should include (but not limited) :
Vendor's name
Reference Number
Description
Start Date
End Date
Amount
4. Please refer to this video Recurring Bills | Bill.com on how to set up recurring bills in bill.com
Instructions & Resources
Instructions & Resources
How to do Consolidated Financials for Pivot - Fathom
How to do Consolidated Financials for Pivot - Fathom
Log in to Fathom App
When you log in, you’ll be opened to this view:
3. Click ‘Upate From Quickbooks Online’
4. Choose the latest month of information that you would like to for QBO to sync to Fathom. In my case, I am picking April 2023. Click Upate Data.
5. It will load like this (photo above)
6. You will be notified like this once the data has been synced successfully.
7. Go back to My Companies repeat the same process for updating data for Pivot Marketing Agency.
Go back to My Companies repeat the same process for updating data for Pivot Consolidated.
Note: Fathom can only hold for 5 years data you can remove the prior periods to adjust and update to the current month.
Once all the data are uploaded, Go to Pivot Consolidated and Click Reports>Left Hand menu click, Excel Reports Icon
9. Click Consolidated Financial Results, Including eliminations
10. Choose 'Detailed' and 'Name, classification an account code, Choose the Fiscal Year to last month. Click Download Report
Done. You can now move or copy the Consolidated Report to your Financial workbook package for the client.
[Legacy] Cards not on a Board
[Legacy] Cards not on a Board
To Add Approval Group in Bill.com
To Add Approval Group in Bill.com
1. Go to Users & make sure everyone is added before you set up the Group 2. Go to Approval Groups & add new 3. Once you Save that you will select who needs to be in that group 4. Then you need to go into Bill Approvals & ensure the 1st Approver is the group
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