1. Win Web Unbilled Report
December, 2002

2. Goals Utilize Win Web unbilled Report to provide paperless means for:
Reviewing preview invoices
Communicating changes to previews
Monitoring and resolving problems that prevent jobs from being billed

3. Unbilled vs. Ready to Bill
Unbilled Section of Report:
Jobs that are still in progress
Jobs where waste has not yet been received or final coded
Ready to Bill Section of report
Completed jobs where waste has been received and/or final coded
Jobs can start to be edited by Central Billing

4. How do jobs move from Unbilled to Ready to Bill?
Site Service
Job complete flag on work sheet or 5 days since last worksheet entry.
T&D Drums
All waste has been received and final coded
T&D Bulk
48 hours after waste received
CleanPack
Job complete flag on worksheet or 5 days since last worksheet entry.

5. Who Manages Unbilled Report?
Technical Services
All CSRs are responsible for monitoring their jobs on the unbilled report
Lead CSR is responsible for ensuring that all CSRs are properly working the unbilled reports
Site Services
The Field Administrative Manager (FAM) is responsible for managing the job folder

6. Roles and Responsibilities
T&D
CSRs should work primarily in the Ready to Bill section of the report
Review preview invoices once posted
Reply to previews within 48 hours
Communicate whether job can be billed, or what changes need to be made
Monitor and resolve reason codes that prevent billing

7. Roles and Responsibilities
CleanPack and Site Services
CSRs/FAMs should work in the unbilled section
Look for jobs they know are complete and communicate to biller to move up to “ready to bill” using the ready to preview button
Monitor and address reason codes that prevent job from being ready to bill
Manifest, worksheets not scanned
CleanPack waste not centrally received
CSRs/FAMs should also work in the ready to bill section
Same process as for T&D

8. Finding the Unbilled Report
A filter has been added to improve efficiency.
Go to WIN Web from the employee portal then click on invoicing and unbilled report.

9. Using the Filter
Click on the filter you would like to use. Broker and Corporate Account filters are based on the Corp. Acct link and utilize a drop down box.
The report will summarize all branches that have orders appearing on the unbilled for that account. Select the branch to view the individual report. Note: Only orders for that customer will appear on the report.

10. Using the Filter, Cont.
To filter by customer, click on the Customer button then input the text you are searching for. Note: You can use the % wildcard to broaden your search. Click on the customer code to view the branches that have unbilled orders for that customer. Click on the branch to view the orders.

11. Using the Filter, Cont.

12. Managing the Report Branch Summary Information
To view job detail summary click on the “X” in the Detail Column.
To view PC Doc job folder click on the order number.
Short cut “Preview” invoice coming soon.

13. Managing the Report, Cont.
To add reason codes to orders that are on the unbilled portion of the report, click on “Edit”. Note: The resolved status must be “N” in order for the reason code to appear on the report.

14. PC Doc Reference Information
Select the type of document you want to see.
To view a document click on the document ID number.
To add and edit reason codes for ready to bill jobs with previews click on the job number. See next slide for additional detail.

15. Job Detail Screen
Review unbilled detail to ensure that all work properly entered against the job and all possible revenue is being captured.

16. Adding and Editing Reason Codes
Don’t forget to manage the resolved button when editing existing comments.
To add reason codes click +.
Select your reason code and enter your additional comments.