At CNM, we value your career and your success. This course covers the topic of Invoices/Expenses and will be a review and reminder regarding key features and components. We will be reviewing both processes in detail.
The topic for this course was developed and delivered by our Operations team. In this course, you will be taken through the Engagement Letter process, Invoice template and review process as well as Bill Rates by role. The Ops team is continually making process improvements and changes and we look forward to your feedback from this course.
Course Key Concepts: Invoices, Expenses, Expense task, Expense report, Accounting, Upland, Billing cycle, Engagement letter, Project codes, Accounts Receivable, Accounts Payable, Invoices, People-centric, Operations, Employee programs.
- Teacher: sana data
SKU *: crs-1678985
Sell price $: 0.00
Course Preview:
<iframe src="//player.vimeo.com/video/466629657?autoplay=1" allowfullscreen="" frameborder="0" height="357" mozallowfullscreen="" webkitallowfullscreen="" width="635"></iframe>
Course Short Description:
In this course, you will be taken through the Engagement Letter process, Invoice template and review process as well as Bill Rates by role.
credit Hours: 0
CPE Credits Awarded *: 0
Approval Status: - None -
Course is for: ** Main Course Library **
Course Duration: 1
Complexity of Content: Foundational
Suppress in lists: No
Last Updated/Reviewed Date: March 24, 2024
Prerequisitses:
No advanced preparation or prerequisites are required for this course.
Learning Objective:
- Identify and remember that Invoices to be emailed to client by Day 2 of every pay cycle (e.g., June 15th invoices to be emailed to client on June 17th; June 30th invoices to be emailed to client on July 2).
- Explore and understand full use of system and workflow for invoice processing (i.e., minimize manual processes).
- Explore and understand single owner of invoice - each project is assigned its own invoice, which the Project Manager will approve through workflow (coming change).
- Discover and learn weekly review of timesheet hours to avoid last minute write-offs and adjustments.
- Explore the awareness of Active project manager role and responsibility.
Course Type: Non-CPE Course
Format: On Demand
Audit & Accounting: No
Careers: No
Ethics (NASBA): No
Excel: No
Finance: No
Human Resources (HR): No
Internal Audit: No
Leadership & Management: No
Marketing: No
Operations: Yes
Productivity & Tech: No
Risk Management: No
Sales: No
Tax: No
Field of Study: - None -
Other: No
CPA: No
CPD-IES7: No
CPD-IES8: No
CMA: No
CFE: No
Yellow Book: No
CGFM: No
CIA: No
CRMA: No
CPP: No
FPC: No
CTP: No
FP&A: No
CISM: No
CRISC: No
CISA: No
CIST: No
CRFS: No
SHRM-CP: No
SHRM-SCP: No
PHR: No
SPHR: No
GPHR: No
aPHR: No
PHRca: No
PHRi: No
SPHRi: No
Enable/Disable: No
Program Location:
Online
*Prerequisites:
No advanced preparation or prerequisites are required for this course.
Enable/Disable: No
Program Location:
Online
Enable/Disable: No
Program Location:
Online
Enable/Disable: No
Program Location:
Online
*Prerequisites:
No advanced preparation or prerequisites are required for this course.
Enable/Disable: No
Program Location:
Online
*Prerequisites:
No advanced preparation or prerequisites are required for this course.
Enable/Disable: No
Program Location:
Online
*Prerequisites:
No advanced preparation or prerequisites are required for this course.
Enable/Disable: No
Program Location:
Online
Enable/Disable: No
Program Location:
Online
*Prerequisites:
No advanced preparation or prerequisites are required for this course.
Enable/Disable: No
Program Location:
Online
*Prerequisites:
No advanced preparation or prerequisites are required for this course.
Enable/Disable: No
*Program Location:
Online
*Prerequisites:
No advanced preparation or prerequisites are required for this course.
~Credit Details:
<table width="100%" border="0" cellspacing="0" cellpadding="5">
<tbody>
<tr>
<td><img src="https://www.illumeo.com/lpfiles/certifications/APA-generic-RCH-updated-annually.png" width="80" height="80" alt="Approved by APA"></td>
<td align="left" valign="middle"><span style="font-size:10px;font-weight:normal;">This activity, <span style="font-size:12px;font-weight:bold;">ID No. 19 ILL 000</span> has been approved for 1.0 Recertification Credit Hour(s) toward CPP recertification through the American Payroll Association (APA). Please make note of the Course Code on your CPP Recertification Log. For more information about certification or recertification, please visit the APA website at <a href="http://www.americanpayroll.org/certification/recertification/">www.americanpayroll.org</a>. </span></td>
</tr>
</tbody>
</table>
Enable/Disable: No
*Program Location:
Online
*Prerequisites:
No advanced preparation or prerequisites are required for this course.
~Credit Details:
<table width="100%" border="0" cellspacing="0" cellpadding="5">
<tbody>
<tr>
<td><img src="https://www.illumeo.com/lpfiles/certifications/APA-generic-RCH-updated-annually.png" width="80" height="80" alt="Approved by APA"></td>
<td align="left" valign="middle"><span style="font-size:10px;font-weight:normal;">This activity, <span style="font-size:12px;font-weight:bold;">ID No. 19 ILL 000</span> has been approved for 1.0 Recertification Credit Hour(s) toward CPP recertification through the American Payroll Association (APA). Please make note of the Course Code on your CPP Recertification Log. For more information about certification or recertification, please visit the APA website at <a href="http://www.americanpayroll.org/certification/recertification/">www.americanpayroll.org</a>. </span></td>
</tr>
</tbody>
</table>
Enable/Disable: No
Program Location:
On Demand/Online
*Prerequisites:
No advanced preparation or prerequisites are required for this course.
Enable/Disable: No
Program Location:
On Demand/Online
*Prerequisites:
No advanced preparation or prerequisites are required for this course.
Enable/Disable: No
Program Location:
Online
*Prerequisites:
No advanced preparation or prerequisites are required for this course.
~Credit Details:
<table width="100%" border="0" cellspacing="0" cellpadding="5">
<tbody>
<tr>
<td><img src="https://www.illumeo.com/lpfiles/IRS_CE_Provider_Logo_Color.jpg" width="150" height="39" alt="pre-approved by IRS"></td>
<td align="left" valign="middle"><span style="font-size:10px;font-weight:normal;">This activity, <span style="font-size:12px;font-weight:bold;">ID No. XXXXXX</span> has been approved for #### CPE credit hours toward IRS Enrolled Agent (EA) continuing education requirements. In accordance with the standards set forth in Circular 230 section 10.6, CE credits have been granted based on a 50-minute hour. </span></td>
</tr>
</tbody>
</table>
Enable/Disable: No
Program Location:
Online
Enable/Disable: No
Program Location:
Online
Enable/Disable: No
Program Location:
Online
Enable/Disable: No
Program Location:
Online
Enable/Disable: No
Program Location:
Online
Enable/Disable: No
*Program Location:
Online
*Prerequisites:
No advanced preparation or prerequisites are required for this course.
~Credit Details:
<table width="100%" border="0" cellspacing="0" cellpadding="5">
<tbody>
<tr>
<td><img src="https://www.illumeo.com/lpfiles/shrmcertseal2017.png" width="80" height="60" alt="pre-approved by SHRM"></td>
<td align="left" valign="middle"><span style="font-size:10px;font-weight:normal;">This activity, <span style="font-size:12px;font-weight:bold;">ID No. XXXXXX</span> has been approved for #### recertification credit hours toward SHRM-CP™ and SHRM-SCP™ recertification through the Society of Human Resource Management® (SHRM®). Please make note of the activity ID number on your recertification application form. For more information about certification or recertification, please visit the Society for Human Resource Management website at <a href="https://www.shrm.org/certification">www.shrm.org</a>. </span></td>
</tr>
</tbody>
</table>
Enable/Disable: No
*Program Location:
Online
*Prerequisites:
No advanced preparation or prerequisites are required for this course.
~Credit Details:
<table width="100%" border="0" cellspacing="0" cellpadding="5">
<tbody>
<tr>
<td><img src="https://www.illumeo.com/lpfiles/shrmcertseal2017.png" width="80" height="60" alt="pre-approved by SHRM"></td>
<td align="left" valign="middle"><span style="font-size:10px;font-weight:normal;">This activity, <span style="font-size:12px;font-weight:bold;">ID No. XXXXXX</span> has been approved for #### recertification credit hours toward SHRM-CP™ and SHRM-SCP™ recertification through the Society of Human Resource Management® (SHRM®). Please make note of the activity ID number on your recertification application form. For more information about certification or recertification, please visit the Society for Human Resource Management website at <a href="https://www.shrm.org/certification">www.shrm.org</a>. </span></td>
</tr>
</tbody>
</table>
Enable/Disable: No
*Program Location:
Online
*Prerequisites:
No advanced preparation or prerequisites are required for this course.
~Credit Details:
<table width="100%" border="0" cellspacing="0" cellpadding="5">
<tbody>
<tr>
<td><img src="https://www.illumeo.com/lpfiles/hrci_ap_preapprovedseal_2016_150x.png" width="80" height="80" alt="pre-approved by HRCI"></td>
<td align="left" valign="middle"><span style="font-size:10px;font-weight:normal;">This activity, <span style="font-size:12px;font-weight:bold;">ID No. 000000</span> has been approved for 1.0 HR (General) recertification credit hours toward aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®). Please make note of the activity ID number on your recertification application form. For more information about certification or recertification, please visit the HR Certification Institute website at <a href="https://www.hrci.org">www.hrci.org</a>. </span></td>
</tr>
</tbody>
</table>
Enable/Disable: No
*Program Location:
Online
*Prerequisites:
No advanced preparation or prerequisites are required for this course.
~Credit Details:
<table width="100%" border="0" cellspacing="0" cellpadding="5">
<tbody>
<tr>
<td><img src="https://www.illumeo.com/lpfiles/hrci_ap_preapprovedseal_2016_150x.png" width="80" height="80" alt="pre-approved by HRCI"></td>
<td align="left" valign="middle"><span style="font-size:10px;font-weight:normal;">This activity, <span style="font-size:12px;font-weight:bold;">ID No. 000000</span> has been approved for 1.0 HR (General) recertification credit hours toward aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®). Please make note of the activity ID number on your recertification application form. For more information about certification or recertification, please visit the HR Certification Institute website at <a href="https://www.hrci.org">www.hrci.org</a>. </span></td>
</tr>
</tbody>
</table>
Enable/Disable: No
*Program Location:
Online
*Prerequisites:
No advanced preparation or prerequisites are required for this course.
~Credit Details:
<table width="100%" border="0" cellspacing="0" cellpadding="5">
<tbody>
<tr>
<td><img src="https://www.illumeo.com/lpfiles/hrci_ap_preapprovedseal_2016_150x.png" width="80" height="80" alt="pre-approved by HRCI"></td>
<td align="left" valign="middle"><span style="font-size:10px;font-weight:normal;">This activity, <span style="font-size:12px;font-weight:bold;">ID No. 000000</span> has been approved for 1.0 HR (General) recertification credit hours toward aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®). Please make note of the activity ID number on your recertification application form. For more information about certification or recertification, please visit the HR Certification Institute website at <a href="https://www.hrci.org">www.hrci.org</a>. </span></td>
</tr>
</tbody>
</table>
Enable/Disable: No
*Program Location:
Online
*Prerequisites:
No advanced preparation or prerequisites are required for this course.
~Credit Details:
<table width="100%" border="0" cellspacing="0" cellpadding="5">
<tbody>
<tr>
<td><img src="https://www.illumeo.com/lpfiles/hrci_ap_preapprovedseal_2016_150x.png" width="80" height="80" alt="pre-approved by HRCI"></td>
<td align="left" valign="middle"><span style="font-size:10px;font-weight:normal;">This activity, <span style="font-size:12px;font-weight:bold;">ID No. 000000</span> has been approved for 1.0 HR (General) recertification credit hours toward aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®). Please make note of the activity ID number on your recertification application form. For more information about certification or recertification, please visit the HR Certification Institute website at <a href="https://www.hrci.org">www.hrci.org</a>. </span></td>
</tr>
</tbody>
</table>
Enable/Disable: No
*Program Location:
Online
*Prerequisites:
No advanced preparation or prerequisites are required for this course.
~Credit Details:
<table width="100%" border="0" cellspacing="0" cellpadding="5">
<tbody>
<tr>
<td><img src="https://www.illumeo.com/lpfiles/hrci_ap_preapprovedseal_2016_150x.png" width="80" height="80" alt="pre-approved by HRCI"></td>
<td align="left" valign="middle"><span style="font-size:10px;font-weight:normal;">This activity, <span style="font-size:12px;font-weight:bold;">ID No. 000000</span> has been approved for 1.0 HR (General) recertification credit hours toward aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®). Please make note of the activity ID number on your recertification application form. For more information about certification or recertification, please visit the HR Certification Institute website at <a href="https://www.hrci.org">www.hrci.org</a>. </span></td>
</tr>
</tbody>
</table>
Enable/Disable: No
*Program Location:
Online
*Prerequisites:
No advanced preparation or prerequisites are required for this course.
~Credit Details:
<table width="100%" border="0" cellspacing="0" cellpadding="5">
<tbody>
<tr>
<td><img src="https://www.illumeo.com/lpfiles/hrci_ap_preapprovedseal_2016_150x.png" width="80" height="80" alt="pre-approved by HRCI"></td>
<td align="left" valign="middle"><span style="font-size:10px;font-weight:normal;">This activity, <span style="font-size:12px;font-weight:bold;">ID No. 000000</span> has been approved for 1.0 HR (General) recertification credit hours toward aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®). Please make note of the activity ID number on your recertification application form. For more information about certification or recertification, please visit the HR Certification Institute website at <a href="https://www.hrci.org">www.hrci.org</a>. </span></td>
</tr>
</tbody>
</table>
Enable/Disable: No
*Program Location:
Online
*Prerequisites:
No advanced preparation or prerequisites are required for this course.
~Credit Details:
<table width="100%" border="0" cellspacing="0" cellpadding="5">
<tbody>
<tr>
<td><img src="https://www.illumeo.com/lpfiles/hrci_ap_preapprovedseal_2016_150x.png" width="80" height="80" alt="pre-approved by HRCI"></td>
<td align="left" valign="middle"><span style="font-size:10px;font-weight:normal;">This activity, <span style="font-size:12px;font-weight:bold;">ID No. 000000</span> has been approved for 1.0 HR (General) recertification credit hours toward aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®). Please make note of the activity ID number on your recertification application form. For more information about certification or recertification, please visit the HR Certification Institute website at <a href="https://www.hrci.org">www.hrci.org</a>. </span></td>
</tr>
</tbody>
</table>
Enable/Disable: No
Hours: 1.0
Free Marketing Course: No