Data Entry Quality Control "*" indicates required fields Client Name* Time Period Reviewed* Data Entry Team Member*Allyssa RobersonAnn NgureBeth LomuardoDebbie PittiglioFel CreidoJoAnn GonzalezHJ PantanosasIsah LinezoKayla DavisLenny OlidMelissa BozungOlivia FlemingJulie StandageReviewer Name* Documentation & ResearchWere there any errors on Documentation & Research?* Yes, let me know when a good time to review with you would be. There may be something I am misunderstanding and need your assistance in figuring out. Yes, please note the below items to watch out for. Otherwise, everything else looked great! No Compliment Regarding Documentation & Research Great Job on the Documentation & Research Section. Way to Go! Let me know if you have further questions, this is really good! Nice Work! Bank statements & EOM saved to client folder, labeled properly* Yes No Compliment Regarding Bank statements & EOM saved to client folder, labeled properly Great Job, there were no errors that I could find! Way to Go! Let me know if you have further questions, this is really good! Nice Work! Reviewer Feedback Bank statements & EOM saved to client folder, labeled properlyBank statements & EOM saved to client folder, labeled properly Issue Screenshot Drop files here or Select files Max. file size: 50 MB. Reconcile Reports saved to client folder, labeled properly?* Yes No Compliment Regarding Reconcile Reports saved to client folder, labeled properly? Great Job, there were no errors that I could find! Way to Go! Let me know if you have further questions, this is really good! Nice Work! Reviewer Feedback regarding reconciled reports being saved and labeled properly.Reconciled Reports being saved and labeled properly Issue Screenshot Drop files here or Select files Max. file size: 50 MB. Verify account center balances and reconcile date is current (unless soft rec’d)* N/A Yes No Compliment Regarding Verify account center balances and reconcile date is current (unless soft rec’d): Great Job, there were no errors that I could find! Way to Go! Let me know if you have further questions, this is really good! Nice Work! Reviewer Feedback – Verify account center balances and reconcile date is current.Verify account center balances and reconcile date is current Issue Screenshot Drop files here or Select files Max. file size: 50 MB. Data Entry PortionWere there any errors on Data Entry?* Yes, let me know when a good time to review with you would be. There may be something I am misunderstanding and need your assistance in figuring out. Yes, please note the below items to watch out for. Otherwise, everything else looked great! No Compliment Regarding Data Entry Great Job on the Documentation & Research Section. Way to Go! Let me know if you have further questions, this is really good! Nice Work! Verify EOM has been entered* N/A Yes No Compliment Regarding Verify EOM has been entered: Great Job, there were no errors that I could find! Way to Go! Let me know if you have further questions, this is really good! Nice Work! Reviewer Feedback – Verify EOM has been enteredVerify EOM has been entered Issue Screenshot Drop files here or Select files Max. file size: 50 MB. Credit card payments and transfers entered correct:* N/A Yes No Compliment Regarding Credit card payments and transfers entered correct: Great Job, there were no errors that I could find! Way to Go! Let me know if you have further questions, this is really good! Nice Work! Reviewer Feedback – Credit card payments and transfers entered correct:Credit card payments and transfers entered correct Issue Screenshot Drop files here or Select files Max. file size: 50 MB. Clickables – checks and deposit information entered from the bank* N/A Yes No Compliment Regarding Clickables – checks and deposit information entered from the bank: Great Job, there were no errors that I could find! Way to Go! Let me know if you have further questions, this is really good! Nice Work! Reviewer Feedback – Clickables – checks and deposit information entered from the bank.Clickables – checks and deposit information entered from the bank Issue Screenshot Drop files here or Select files Max. file size: 50 MB. Deposits to ask income or followed quirks special instructions (or history for special circumstances)* N/A Yes No Compliment Regarding Deposits to ask income or followed quirks special instructions (or history for special circumstances) Great Job, there were no errors that I could find! Way to Go! Let me know if you have further questions, this is really good! Nice Work! Reviewer Feedback – Deposits to ask income or followed quirks special instructions (or history for special circumstances).Deposits to ask income or followed quirks special instructions (or history for special circumstances) Issue Screenshot Drop files here or Select files Max. file size: 50 MB. Research / History:Were there any errors on the Research/History Section?* Yes, let me know when a good time to review with you would be. There may be something I am misunderstanding and need your assistance in figuring out. Yes, please note the below items to watch out for. Otherwise, everything else looked great! No Compliment Regarding Research/History Great Job on the Documentation & Research Section. Way to Go! Let me know if you have further questions, this is really good! Nice Work! Ask Expense – Compare to Vendor List and history to see if can be put to an account?* N/A Yes No Compliment Regarding Ask Expense – Compare to Vendor List and history to see if can be put to an account: Great Job, there were no errors that I could find! Way to Go! Let me know if you have further questions, this is really good! Nice Work! Reviewer Feedback – Ask Expense – Compare to Vendor List and history to see if can be put to an account?Ask Expense – Compare to Vendor List and history to see if can be put to an account Issue Screenshot Drop files here or Select files Max. file size: 50 MB. Correct account / classing: Meals & Gas; Google; Amazon; KWRI?* N/A Yes No Compliment Regarding Correct account / classing: Meals & Gas; Google; Amazon; KWRI: Great Job, there were no errors that I could find! Way to Go! Let me know if you have further questions, this is really good! Nice Work! Reviewer Feedback – Correct account / classing: Meals & Gas; Google; Amazon; KWRI?Correct account / classing: Meals & Gas; Google; Amazon; KWRI Issue Screenshot Drop files here or Select files Max. file size: 50 MB. Memo – have memo’s been entered (checks & transfers) / removed (auto populate)* N/A Yes No Compliment Regarding Memo – have memo’s been entered (checks & transfers) / removed (auto populate): Great Job, there were no errors that I could find! Way to Go! Let me know if you have further questions, this is really good! Nice Work! Reviewer Feedback – Memo – have memo’s been entered (checks & transfers) / removed (auto populate):Memo – have memo’s been entered (checks & transfers) / removed (auto populate) Issue Screenshot Drop files here or Select files Max. file size: 50 MB. Review for history – Number column consistency (ACH, Debit, PayPal, etc.) / classing consistency (shareholders, meals, etc.)* N/A Yes No Compliment Regarding Review for history – Number column consistency (ACH, Debit, PayPal, etc.) / classing consistency (shareholders, meals, etc.): Great Job, there were no errors that I could find! Way to Go! Let me know if you have further questions, this is really good! Nice Work! Reviewer Feedback – Review for history – Number column consistency (ACH, Debit, PayPal, etc.) / classing consistency (shareholders, meals, etc.)Review for history – Number column consistency (ACH, Debit, PayPal, etc.) / classing consistency (shareholders, meals, etc.) Issue Screenshot Drop files here or Select files Max. file size: 50 MB. Final Comments Reviewer's Final CommentsFinal Comments Screenshot Drop files here or Select files Max. file size: 50 MB. CAPTCHAEmailThis field is for validation purposes and should be left unchanged.
