When I first started with Setpoint I did not know much about QuickBooks, accounts receivable, or accounts payables. My boss was very good at explaining what to do and letting me figure things out on my own.
It has been very interesting for me to learn how a company can start with a drawing and go through the purchasing to receiving end to putting it together to making a project work. My job is to take care of the invoices after we have received the product. I make sure that it has been received and the amount we ordered is right and from there we start the process of putting the invoice in QuickBooks.
When I first started there were some problem invoices that dated back over 1 year. For the first 6 months I focused on getting every vendor paid and the problem invoices fixed so that now we do not have any outstanding problem invoices. That has been my biggest accomplishment. It’s so much easier to try to fix the problem when everyone remembers the situation.
Some of the problems when I first started were that a payment wasn’t made to the right invoice. So there was some confusion on both parties. And because it was so late none of the sales people remembered if we had brought it back or what really happened.
Now that I have gotten to know the vendors I just call and ask for the person who knows me and am on a first name basis with them. It’s easier because they know me and seem more willing to help with the problem. At the first of the month we receive a statement with all outstanding invoices, this lets me know what I need to work on or if there is a problem.
I enjoy my job and have loved getting to learn more about QuickBooks, accounts receivable and accounts payable. It’s great to have this knowledge.