MONTH-END PROCESSING

Delegated Staff:

Systems Operations Manager, PR Manager, Sales Coordinator & Credit Control Supervisor


 

  1.  

Check if all contracts and customer "updates" have been done.
 

  1.  

Meter reading differences must be corrected.
 

  1.  

Ensure that all contracts and cash deals" have been processed.
 

  1.  

"Meter billing" run has to be processed and printed a day or two before month-end.
 

  1.  

Process "month-end" statements & print them.
 

  1.  

Take invoices & statements to the relevant credit controllers to check before they get posted.
 

  1.  

Print all month-end reports.
 

  1.  

Age analysis, debtor control totals and age-summary go to Finance Manager for compiling monthly reconciliations
 

  1.  

Sales reports go to consumable-sales department for commission calculations.

 

NOTE: The PR Manager prepares the Nashdat Reports from the Monthend reports.

 

 
Document Retention List