Area | Tasks |
Customer Onboarding | Once pre-sales is concluded
|
Licensing | Assign new licenses and license changes to customers (BC cloud, subscription, Jet, Equisys, Solitea, Linc apps) Pro rata billing for changes in licenses Update recurring invoices for changes in licenses and changes in exchange rates (twice a year) |
Sales Invoicing | Prepare monthly customer billing
Manage access to customer portal Reconcile Harvest to BC to ensure customer balances agree |
Purchase invoicing | Capture supplier invoices (option to import Dynamics Africa invoices using third party) – about 100/month, 80% Dynamics Africa Reconcile supplier invoices to licenses being used and ensure customers are being billed |
Bank | Import and allocate bank statements (credit card 200 entries/month and current account 120 entries/month) Update Harvest with receipts |
Customer projects | Setup project budgets on Harvest Reporting on actual vs budget |
VAT | Prepare bi-monthly VAT |