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APR month-end financials

By legacy · 14 items · v1 · 0 revisions · 1 view

Stuff to do at the end of the month

Hours reports

Check with JL about status of final prebills

Add worked hours

Add billed hours

Distribute copy with CBS

Target hours report

Add credited hours

Update timeframe

Update this month column

Update number of months

Give copy to Sue

Client billing summary

Check budgets

Update fees from hours report

Print copies

Distribute with hours reports

Client financials

Update PNFP billing

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