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