# Biweekly Factoring Report

> Send the factoring report on time. A routine Jane, the AI employee from Forge AI, runs for staffing and consulting firms.

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.

Page: https://forge-labs.io/routines/factoring-report-on-time/

## How it works

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.

**When it runs:** Every second Friday morning, ahead of the factoring deadline.

**What stays with your team:** Jane builds and checks the report on her own. The email to the factoring company is sent only after a person approves it.

**Who uses it:** Finance, Owners

**Team:** Finance

**Built for:** IT services and consulting, IT staffing

**Works with:** QuickBooks, Xero, ADP, Gmail, Outlook, Google Sheets, Google Drive

## Questions

### 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.

## Book a demo

https://forge-labs.io/book