Tips and Tricks every payroll/invoicing agent should equip themselves with before entering the field. Join AJ Swanson, Lead Corporate Trainer, as he opens his black book to share his secret tips and strategies on maximizing your efficiency for back office.

1. The Back Office Black
Book
Presented by:
AJ Swanson

2. Employee Record
• One-time Adj. as Reoccurring Adj.
• Location Accruals
• Transaction History
• Address Standardization
• Document Messages

3. One Time as Reoccurring Adj.
• Guaranteed
• Tracked
• Standardized

4. Location/Worksite Accruals
• Auto-assigned accruals
• Building client accruals
• Pay Codes

5. Transaction
History
• Quick Jumps
• Organization
• Tracing from check to
invoice.

6. Address Standardization
• New Config
• USPS Standard
• Located on Employees Details
• Optional, or Required

7. Document
Messages
• Less Clicks
• Ensures Documentation
• Increases Visibility

8. Customer Record
• Worksite Standardization
• Invoice Style Sampling
• Line Items
• Mass Update Rates

9. Worksite Standardization
• New Config
• USPS Standard
• Located on the Worksite’s Details
• Optional, or Required

10. Invoice Style Samples
• Exported Samples
• CC’ing The Branch
• Line Items

11. Mass update rates
• Customer/Order
• New Contract
• Change Specific Rate
• Change Multiplier Codes

12. Pay/Bill
• Time Entry
• Email from time entry
• Toggle Filters
• Hot Keys
• Proofing transactions
• Time Card linking
• Linking In General
• Linking in Mass
• Auto Toggle

13. Back Office Via Beyond
• Time Entry in Beyond