Accounting Finance:Call 2 Recycle-Monthly Report-Surcharges - Revision history

Williamw at 17:24, 7 January 2020

2020-01-07T17:24:56Z

2018-04-24T16:22:06Z

Submit Monthly Report to GreenTrax

2018-04-24T16:12:35Z

Generate Surcharge Report

2017-07-21T21:36:29Z

2017-07-21T21:34:01Z

2017-07-21T21:33:09Z

2017-07-21T21:31:46Z

2017-07-21T21:31:30Z

2017-07-21T21:31:07Z

2017-07-21T21:30:22Z

← Older revision		Revision as of 17:24, 7 January 2020
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	*GreenTrax Contact: Wendy Riveti [mailto:wriveti@call2recycle.ca Wendy Riveti] Tel: 1-888-665-0908		*GreenTrax Contact: Wendy Riveti [mailto:wriveti@call2recycle.ca Wendy Riveti] Tel: 1-888-665-0908
		+
		+	*Billing Contact: Cameron McPhedran [mailto:cmcphedran@call2recycle.ca Cameron McPhedran] Tel: 1-416-307-2858 or 1-888-224-9764

	==Generate Surcharge Report==		==Generate Surcharge Report==

@@ Line 23: / Line 23: @@
 #We are now ready to submit our monthly fees to GreenTrax.  Log into web browser – go to [http://greentrax.call2recycle.org/sign-in/ http://greentrax.call2recycle.org/sign-in/]
 #Enter Email Address: ''''nancyn@unipharm.com'''' and Password: '''jt2051'''.
-#Click ''''Go to Transaction History'''' and click on the link for the '''month''' you are submitting payment.
+#Click ''''Go to Transaction History.''''
 #Enter '''Sales for each type'''
 #Click '''Submit & Generate invoice'''

@@ Line 15: / Line 15: @@
 #Copy data to '''Call 2 Recycle Fee worksheet''' (use the most current fiscal year) {{unc|\\SUPERSERVER\Accounting\nancyn\Excel\Monthly Tax and Accruals|Call2recycle}}
 #Create '''sub-totals''' for each '''type'''
 #Print '''sheet''' and save '''file
 '''

@@ Line 21: / Line 21: @@
 ==Submit Monthly Report to GreenTrax==
 #We are now ready to submit our monthly fees to GreenTrax.  Log into web browser – go to [http://greentrax.call2recycle.org/sign-in/ http://greentrax.call2recycle.org/sign-in/]
-#Enter Email Address: ''''nancyn@unipharm.com'''' and Password '''jt2051'''.
+#Enter Email Address: ''''nancyn@unipharm.com'''' and Password: '''jt2051'''.
-#Click ''''Go to Transaction History'''' and click on the link for the month you are submitting payment.
+#Click ''''Go to Transaction History'''' and click on the link for the '''month''' you are submitting payment.
 #Enter '''Sales for each type'''
 #Click '''Submit & Generate invoice'''
-#Double-click on '''invoice''' pdf file
+#Double-click on the '''invoice''' (pdf file)
 #Click ''''sign out''''
 #Print the '''invoice''' and forward to '''Payroll & Benefits Administration''' with '''worksheet attached'''.

@@ Line 10: / Line 10: @@
 ==Generate Surcharge Report==
-#In the first week of each month, generate the following report (csv) for the previous month.  '''In ASW –''' '''system management – query manager – run a query request'''. Select – ''''surcharge'''' – enter '''date range''' for previous month, enter surcharge type '''10'' and press ''''enter''''
+#In the first week of each month, generate the following report (csv) for the previous month.  '''In ASW –''' '''system management – query manager – run a query request'''. Select – ''''surcharge'''' – enter '''date range''' for previous month, enter surcharge type '''10''' and press ''''enter''''
 #Once report has finished running (typically only a few seconds) go to '''superserver/staging/nancyn/''' - file name should be ''''surch.csv''''
 #Open '''file''' – sort by column ''''D''''

@@ Line 7: / Line 7: @@
 *The main contact is the '''Director, Purchasing & Distribution''' [mailto:johnt@unipharm.com John Targett] and the alternative contact is the '''Manager, Finance''' [mailto:nancyn@unipharm.com Nancy Ng]. Please direct all questions to the Director, Purchasing & Distribution.
-*GreenTrax Contact: Wendy Riveti [mailto:wriveti@call2recycle.ca Wendy Riveti]
+*GreenTrax Contact: Wendy Riveti [mailto:wriveti@call2recycle.ca Wendy Riveti] Tel: 1-888-665-0908
 ==Generate Surcharge Report==

@@ Line 1: / Line 1: @@
 ==Overview==
-GreenTrax '''GreenTrax''' has identified specific product categories that we are required to submit recycling fees on behalf of our retail pharmacies.  We have started adding surcharges to specific items in February 2017 and submitted our first payment commencing April 01, 2017.
+'''GreenTrax''' has identified specific product categories that we are required to submit recycling fees on behalf of our retail pharmacies.  We have started adding surcharges to specific items in February 2017 and submitted our first payment commencing April 01, 2017.
 We are responsible for submitting '''monthly reports''' based on surcharge '''type 10'''.  Data is coming from our invoice records based on the item master surcharge table.  Our Call2Recycle Site ID number is '''170569'''.