How to process a Jobseeker Profit & Loss Report

All Sorted is contracted to provide profit & loss reports for Jobseekers on a disability support pension. Their job service provider pays for the report to be generated

Once a Profit & Loss requests has been made, a payment request will be sent to the employment consultant. As soon as payment has been received an email request will be sent to pl@allsorted.au.

The aim is to prepare and return Profit & Loss reports as quickly as possible. We are contracted to return them within 24 hours.

The first bookkeeper with availability should process the Profit & Loss as soon as is possible.

Once you actions a P&L request, that job will be allocated to you.

The App will be locked so that no other Bookkeeper can generate a P&L report.

All requests should be completed as soon as possible, so as to unlock the App for other Bookkeepers.

Below are the steps required to generate a P&L Report:

Flag the job as being yours

1. When you are ready to action a P&L request. click on the link contained in the email notification. This will open (and lock) the App.
2. If you have been allocated the job you will receive a message saying that you have been allocated this job. Otherwise you will receive a notification advising that it has already been allocated to someone else. 
3. If you receive a message saying the job has been allocated to you, do the following
   1. Open the Email inbox folder in XBert
   2. Locate the job for the new Profit and Loss job
   3. Click on the Process link (at the bottom of the screen) and select APM - Profit & Loss Report
   4. Click Save
   5. Click the Client link (at the bottom of the screen) and select APM
   6. Click Save
   7. Click the Assign link (at the bottom of the screen) and select Your name
   8. Click Save
   9. Click the Due Date link (at the bottom of the screen) and select Today
   10. Click Save
   11. Click the Status link (at the bottom of the screen) and select In Progress
   12. Click Save
4. Check