If your client request a fapiao, send an email to sqin@azuregroup.com.cn (our accountant, Steven) to request it. . Below are the steps: . Attach the invoice with the total that should be on the fapiao Fill in “GCRE Thread Fapiao Application Form” – location: Global – Business Docs ( ! Confirm the company name with the client first  ! Fapiao name might differ from client name) Attach above form to your email. State the delivery address of […]

WHY? Not too often (hopefully), we might have disagreements with clients. Scope of work, number of revisions, work sign offs … are important stages of a project. Often-wise though, a lot of things can happen during the project life-cycle and things can get forgotten about once the project started for a few weeks. Having everything in writing, stored and available at anytime enables to smooth communication and aborts clients crisis in numerous cases. WHO IS RESPONSIBLE? All our […]

EXPENSES CLAIMS FROM OUR TEAM – fill in claim form – attach receipt/fapiao – finance will pay back employees in cash   CREDIT CARD EXPENSES – All Credit Credit card expenses must be paid back out of Petty Cash – Must be recorded accurately in the Petty Cash Excel Sheet (not it Worketc) on the day of payment – The person who pays for the Expense must provide the invoice/fapiao from the supplier. Those receipts […]

THIS PART WILL COVER: Before you are able to record a payment from a CLIENT to THREAD bank account, there must be an invoice opened for this client (read all about it here).   WHO RECORDS PAYMENTS? The accountant   WHEN TO RECORD PAYMENTS? After our cashier sends an email (to: accounting@threaddesign.com.cn) to notify the money has arrived. In WorkEtc, go to Finance >> Issued Invoices. Find the relevant invoice in the list and click the button “record […]

CORE PRINCIPLE: Every Expense must be recorded in WorkEtc. Every transaction must be recorded in WorkEtc on the day it is cashed out. Expenses are recorded based on the supplier’s invoice*. For transaction without invoice, refer to FAQ below. As soon as we receive the supplier invoice, the expense needs to be recorded, EVEN IF the payment is to be made at a later date. The payment is a transaction to record when we cash out the money. Follow this […]

IN THIS PART WE WILL COVER: Every transaction must be recorded in WorkEtc on the day it is cashed out. Before you are able to record a payment from THREAD banks account to a supplier, you must open an expense for this invoice (read all about it here). In WorkEtc, go to Finance >> Expenses. Find your expense in the list and click the button “record payment”.   – Date = the date of transfer from […]

  LEADS RULES 1/ Guidelines to update leads % up: * 5% – lead to be updated to 5% as soon as contact is made + record contact report in WorkEtc (add note or email client directly from WorkEtc) * 15% – lead to be updated to 15% as soon as received enough info from the client + prepared Check list AND 1st quote. BD person owns this milestone. Goal of update from 5 to 15% is to […]

Standard response to new emails should be something like this… *Change as required   Subject [Client Name] New enquiry at Thread Design   Dear Jeff,   Thank you for your email and your interest in working together with Thread.   I’m XXXXX, I’m in charge of gathering information on new projects and connecting you with the right team of people here at Thread. I would like to learn more about your project, could you please […]

thread.worketc.com is where we consolidate everything and make sure we’re on top of everything. clients, quotations, invoices, projects etc are all here so work with care. Ask Ben/Justine for the password. In this post you will learn how to support the Business Development Process and the Project Management Process in WorkEtc.   CORE CONCEPTS Everything goes back to the contact (person or company or both) Attach anything to anything Create new from within   GLOSSARY […]