Last Updated on June 28, 2022

Monthly Report Checklist

  • Make sure all billing doc line items are correct for your clients before 1st of the month (are we billing them, how much, any new/cancelling clients)
  • Make monthly report assignments before 1st of the month
  • Create monthly report tasks in Liquid Planner and assign to the correct person by the 1st of the month
  • Gather data, update monthly reports, and update billing doc by the 3rd business day of the month
  • Draft client emails with monthly report insights and update billing doc
  • Send emails and invoices by the 5th business day of the month and update billing doc
  • Update Liquid Planner with hours logged and check off monthly report tasks
  • Create Liquid Planner CSV according to what’s in the monthly report and the client email
  • Upload the CSV
  • Make sure tasks are assigned out correctly and assignees understand all tasks