DEMO PLAN - RICH TASK
HARSHPREET SINGH @ AUTO PRICE CANADA
Date(s): Dec 16 or Dec 18
Time of demo: anytime during the morning
DESCRIPTION OF ACTIVITY: the tasks of an accounting clerk
To complete some of the tasks you have to use the accounting software called DealerTrack technologies, those tasks are posting, coding and finding missing numbers and also some other activities are recording and filing and reconciling.
RATIONALE
The tasks I will be showing are the ones I have to complete daily as clients are always sending in reports that have to be posted online and sometimes checked just in case if something is missing.
DETAILS OF THE ACTIVITY
- Get organized
- Take the files of completed car deals from the receptionist desk
- Record the deals in the books that match the number on the top right of the file
- File the car deal files in order by numerical order in the cabinet (check month)
- Organize the papers that are given by someone from the service department
- Code them
- Check if all amounts on paper match with amounts in our system
- Get the papers checked by the head of the accounting department
- Post them online
- Reconcile financial statements from clients
- Find missing Stock/Vendor/Invoice numbers
- Organize work order numbers in numerical order in separate cabinet (check file number)
- Give completed papers to supervisor
- Clear up desk for next day
REQUIRED MATERIALS
Books, Files, Documents
APPROVED DATE, TIME AND ACTIVITY
Yes
SIGNATURE OF PLACEMENT SUPERVISOR
On paper