Streamline WIP Management in Ajera with Paperless Billing Review
SN’s Ajera Virtual User Group, where like-minded individuals from project-based firms converge for the opportunity to learn, collaborate, and, most importantly, grow. We’re bringing together thought leaders in Architecture & Engineering, finance, and technology to help you map your future.
Streamline WIP Management in Ajera with Paperless Billing Review
Our best practice recommendation is to manage Work-in-Progress (WIP) during the monthly billing cycle. Even with the efficient WIP management processes, aged WIP can build up. It’s important to keep the WIP aging clean for accuracy in your financial data as well as to ensure we don’t miss the opportunity to bill WIP that may need attention from our project managers (PM). In the past, managing aged WIP meant time-consuming Excel experts and scattered PM feedback.
That is until NOW! We’ve come up with an innovative use of Ajera’s Paperless Billing Review tools that provide a method to gather information from PMs via widgets. Our new approach provides transparency into the process as well as critical documentation in your Ajera data.
During this User Group, attendees will learn:
- Why it’s critical to maintain WIP on a monthly basis.
- How to create a billing review stage to route aged WIP to PMs for review.
- Best practices for securely storing PM WIP management notes historical reporting.
We hope you join us for this groundbreaking event – we are excited to unveil our new process!
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Valerie Higgins
Julie Green