Routines / Biweekly Factoring Report
Biweekly Factoring Report
Every second Friday morning, Jane pulls every invoice raised since the last submission and attaches the time records behind each one. She lays the report out in your factoring company's format, marks invoices paid since the last report and checks the totals. She sends the email to the factoring company.
How this routine works
Works with
QuickBooks
Xero
ADP
Gmail
Outlook
Google Sheets
Google Drive
- 1
The second Friday arrives
Every second Friday morning, ahead of the factoring deadline, Jane pulls every invoice raised since the last submission to your factoring company.
- 2
Jane builds the report
Jane attaches the time records behind each invoice and lays the report out in your factoring company's format. She marks invoices paid since the last report and checks the totals.
- 3
The factoring company has the report
Jane sends the report with its time records to your factoring company by email before the deadline.
Questions about Biweekly Factoring Report
What does the Biweekly Factoring Report routine do?
Every second Friday it builds the report your factoring company needs from your invoices and time records, checks the totals and drafts the email that sends it, for a person to approve.
Does Jane send it to the factoring company herself?
No. She drafts the email with the report attached, and a person approves it before it is sent.
Can it match our factoring company's format?
Yes. Give Jane a past report and she lays out each new one the same way.
What if an invoice is missing its time records?
Jane posts it in chat on Friday morning, with time to find the records before the deadline.
