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)If it is Friday or End of Month, was the Aging Report generated and reviewed?(Required) It is not Friday or End of Month Yes, the aging report was generated and reviewed No, the aging report was not generated or reviewed Were there any negative balances?(Required) Yes, there were negative balances No, there were no negative balances. Were the negative balances fixed?(Required) Yes, the negative balances were fixed No, the negative balances were not fixed 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 4pm sorted?(Required) Yes, all emails before 4pm were sorted No, there are a few unsorted emails from before 4pm 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)Are all folders in the 12pm, 3pm, and 5pm Deadlines cleared and ready for tomorrow?(Required) Yes, all folders in the 12pm, 3pm, and 5pm Deadlines are cleared for tomorrow No, there are still emails left in the folder(s) Which folders still have emails and why?(Required)ListDid all site visits completed today have proposal tickets entered for them?(Required) Yes, all site visits completed today have proposal tickets. No, all site visits completed today do not have proposal tickets Why?(Required)Were all estimates to send sent today?(Required) Yes, all estimates to send were sent No, all estimates to send were not sent Why?(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)PlanProphetCheck all proofs in Pending in the Proof Status Report in PlanProphet. Do any have follow up dates in the past?(Required) Yes, there are proofs with Next Notification Dates in the past. No, all proofs have Next Notification Dates in the future. Specify job number and action plan(Required)Job NumberAction Plan Add RemoveCheck 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)OtherWas the End of Month report run for next week?(Required) It is not Friday Yes, the report was generated and printed No, the report was not generated and printed Back
