Hi, all -- Seems that organization is key and that keeping track of payments is key. I would like to share what I do and solicit your comments and suggestions. Perhaps there could be a place on this forum for forms submitted. (?)
I set up an Excel spread sheet, and have column heading of: Job #,Shop Name, TargetPerson, Location, Date Sched, Assigned by Co, To be Paid, Mileage/Reimb?, Completed/Submitted, Paid, RT Mileage.
Under Mileage/Reimbursement, I record the amount of if relevant. I like the Excel spreadsheet so I can sort by company and hope to make less than $599/company. This spreadsheet will let me do that.
Any ideas? Suggestions? Comments?
I set up an Excel spread sheet, and have column heading of: Job #,Shop Name, TargetPerson, Location, Date Sched, Assigned by Co, To be Paid, Mileage/Reimb?, Completed/Submitted, Paid, RT Mileage.
Under Mileage/Reimbursement, I record the amount of if relevant. I like the Excel spreadsheet so I can sort by company and hope to make less than $599/company. This spreadsheet will let me do that.
Any ideas? Suggestions? Comments?