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<p>Great topic. My requests:</p><ul><li>Utilization - utilization for past quarter / year</li><li>Staffing Booking - projected staffing for upcoming quarter</li><li>Billings - for quarter or next couple of quarters based on company specific calendar</li><li>Open AR - unpaid invoices summary with drill down to customer…
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<p>Updating tag</p>
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<p>Jonathan, the guide was awesome. Did you put anything together from a month end/invoicing process? I'm helping structure some documentation with the finance team to use for checking off the month end process (billing, reconcile, etc).</p><p>Thanks again for all your help.</p>
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Hi Jonathan. Did you have any success finding the Finance Guide for sharing? Thanks again for your help.