When I start out on a new month for my many tasks, I do an overview of what I need to get done and in what order it needs to be completed so that I meet my deadlines. One of my larger tasks are our clients’ benefit invoice reconciliations. This task involves many steps that need to be completed before I can mark it off my list for the month. Instead of becoming overwhelmed by this, I simply break it down into smaller steps. By doing this, it is not as time consuming as it could be.
I start out by downloading the invoices and saving them to each client’s benefit folder. I then start on the reconciliations. The time involved in doing this can be labor-intensive, depending on the size of the client’s account, so I will process one of our larger clients (more than 20 employees) and then follow up with a smaller client (less than 5 employees). I complete this task over several days until I am finished. I then enter all of the invoices into Quickbooks. The last step I take is to pay each benefit carrier for each of our clients.
So, as you can see, what can start out as an overwhelming task can very easily be broken down into parts to make it whole.