How do I submit an AR ticket for accounting?
Use this guide to submit Jira ACT tickets for AR corrections quickly and correctly. Following these rules prevents delays and rejected requests.
Before You Submit
- Confirm the pro has not been paid in Accuterm or Vista (paid = no changes).
- Voucher clients: no changes after processing.
- Obtain all required approvals before opening the ticket.
- If billing is incorrect and the pro doesn’t belong to the client, have the carrier fix it instead of submitting a ticket.
Approval Requirements
- SHV zero/reduce tickets: Kristy Krivijansky approval required.
- Carrier charge zero/reduce: Kristy Krivijansky approval required.
- Credit memos affecting AFS revenue:
- BU President approval
- Andy Dyer approval if over $10,000
Ticket Rules
- One client per ticket
- Up to 25 pros per SHV ticket (unless entire invoice)
- Multiple carriers allowed for the same client
- Multiple pros:
- Attach Excel or include a table in the description
- GVL: State whether the obligation should be retriggered
- Watsco: never retrigger
Completion Timeline
- Completed by COB next business day after approval (if complete).
- If info is missing, AR will comment—respond within 24 hours.
- Tickets close after two unanswered requests and reopen once info is added.
- Urgent tickets: send a Teams message to AR.
Required Fields
Summary: Client – Process Date – Ticket Type
Example: Fred Jones – 11/20/2024 – Zero
Required Inputs
- Client Name (select AFS if not listed)
- Client or LOC Number
- Carrier Name & SCAC (or “Multiple”)
- Pro Bill (or “Multiple”)
- Process Date
- Request Type & Adjustment Reason
- Amount (credit amount)
- Reduce Commissions (Yes/No)
- Variance & Commission Amount required only if reducing
Description
- Add supporting details
- GVL: note if obligation should be resent and to whom (original list or internal)
Attachments
- All approvals for credit memos
- Any supporting documentation
Urgent Escalations
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📨AR@afs.net
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💬 Teams: Haley Rhodes, Zenita Henderson, Jerome Robinson
Urgent Reasons
- GVL: Incorrectly processed pros (wrong client, SCAC, or location)
- SHV:
- Wrong currency payout risk
- Client-funded pro needs reduction or cancellation (before payment)
- Pro assigned to wrong client or carrier
Quick Tips
- Attach approvals up front
- Be clear and concise in the description
- One client per ticket = faster processing