Accounting (Executed contract with cover sheet received)
  • a. Generate maintenance agreement invoice in Advantage (term included in contract)
  • i. Create Client in Advantage
  • b. Cover sheet, contract and maintenance invoice to Madeline
  • c. Madeline sends maintenance agreement invoice
  • d. Create manual file (contract and coversheet)
  •   NO WORK PROGRESSES UNTIL MAINTENANCE AGREEMENT PAYMENT IS RECEIVED
  • e. Maintenance agreement payment received
  • i. Madeline informs Accounting
  • 1. Accounting records receipt of payment in Advantage
  • f. Create budget tracking sheet for product(s) – (saved on server A: ACCT2020/SOCIAL SHELF/Social Shelf Client Budget Tracker SIMPLE with Multiple Products   Tab – FINAL). Add client to the Social Shelf Master Client Tracker List – FINAL
  • g. Add New Client in WordPress creating home pages and subsequent pages as needed on (saved on server A: ACCT2020/SOCIAL SHELF/Social Shelf
      WordPress Steps for Accounting)
  • h. Provide Operations Client WordPress ID#