Sorter Daily Wind DownTravis Boss2025-12-15T14:42:15+00:00 Sorter Daily Wind Down FinanceWere all invoices sent through coupa today?(Required) Yes, all invoices were sent No, all invoices were not sent Why?(Required)Have you checked the Chipply deposit report?(Required) Yes, the Chipply deposit report has been checked. No, the Chipply deposit report has not been checked. It's not Friday Why?(Required)Were all deposits made recorded in tickets as a check with the check number being the date of the deposit?(Required) Yes, all deposits made were recorded in tickets in the correct format. No, the deposits were not recorded in tickets with the correct format. Why?(Required)If it is Tuesday, was the Cash Register balanced?(Required) It is not Tuesday Yes, the register was balanced No, the cash register was not balanced Why?(Required)Were all paper invoices price checked and updated in PressWise?(Required) Yes, all paper invoices were price checked and updated in PressWise No, I did not price check or update the paper pricing Why?(Required)EmailHave all kickbacks been resolved?(Required) Yes, all kickbacks were resolved No, all kickbacks were not resolved Why are they unresolved?(Required)This field is hidden when viewing the formWere they added to the list?(Required) Yes, they were added to the list No, they were not added to the list Has the SEMO folder been emptied?(Required) Yes, the SEMO folder was emptied No, the SEMO folder was not emptied Why?(Required)Were all billing questions resolved today?(Required) Yes, all billing questions were resolved No, there are some unresolved billing questions Why?(Required)Were all emails before 3pm sorted?(Required) Yes, all emails before 3pm were sorted No, there are a few unsorted emails from before 3pm Why?(Required)Problem TicketsWas the problem ticket board updated with billing problem tickets?(Required) Yes, the board was updated No, the board was not updated Why?(Required)Was the problem ticket log updated with billing problem tickets?(Required) Yes, the log was updated No, the log was not updated Why?(Required)This field is hidden when viewing the formWere all billing questions resolved today?(Required) Yes No Why?(Required)ListWas the list review completed before lunch?(Required) Yes, the list was reviewed before lunch No, the list was not reviewed before lunch Why?(Required)Was the list review completed for end of day?(Required) Yes, the list was reviewed before end of day No, the list was not reviewed before end of day Why?(Required)Was there anything notable from the list review?(Required) Yes, I have some notes No notes here! Notes(Required)Is business development responding to emails after 3pm from the previous business day by noon?(Required) Yes, they are responding by noon No, they are not responding by noon Why?(Required)PlanProphetHave all closing your proof emails been closed?(Required) Yes, all Closing Your Proof email tickets have been closed. No, the Closing Your Proof emails have not been closed. Reason?(Required)Check the pending proof status report in PlanProphet. Do any proofs have more than 4 submissions?(Required) Yes, there are proofs with more than 4 submissions No, there are no proofs with more than 4 submissions. Has Lesley been notified?(Required) Yes, Lesley has been notified No, Lesley has not been notified Why?(Required) Back
