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Collection File Preparation

Any Updates/Changes to Quality Procedures Manual

Structure Chart

GDPR

Process Flowchart

Processes

Overview

Method Stat

Internal Audits

Billing

Order Processing

Planning

Company/Quality 2

Company/Quality 1

Sales

Technical Support

Training

Directors

Helen

Ian

Tech / Back Room

Mitchell

Conor

Admin

Claire

Jules

Kayleigh

Lynn

Competency matrix

Reviewed & Updated

External Audit

Relevant files on flashdrive

Folder content checked

Scheduled for .

Master Document List

Additional Files/general updates

Locations checked/updated

Files reviewed

Non-conformance Reports

June July Aug

Mar Apr May

Dec Jan Feb

Sept Oct Nov

Completed & Reviewed

Purchasing

Main Supplier List reviewed/updated

Approved Suppliers Reviewed

Policy Reviewed

Master Risk Register

Reviewed/Updated

Filtering Data

Reviewed

Invoices Data

Edit Payment Method to match Paid/Cancelled/Other specific

Filter by date - Copy out Current & Billing Month match to their sheets

Collect & Prep SQL Report "Invoices for Sage Import"

CFP Data -Ad Hoc Invoices

Complete Current Month Ad Hoc Sheet

Complete Ad Hoc Bill Month Sheet

Check any Paids & highlight/mark up

Collect & Prep SQL Report (Ad Hoc by Current Month)

Collect & Prep SQL Report (Ad Hoc by Bill Month)

Prep CFP Summary Sheet

5

Any Credits or Adjustments

4

Any DD Rejects

3

CC Declines

2

DD Refer to Payer

1

Sage Invoices

Post Billing

Collect/Print Billing Management Summary Report

Import Affinity Invoices into Affinity Sales Ledger

Collect Affinity Invoices (FTP) & store on Server

New Collection File (if not already done)