Project reconciliation allows you to prepare the invoice & accept/reject IDs for the project(s) on your schedule.
When a project is complete, TapResearch collects the accepted and rejected IDs to ensure our clients are invoiced properly, and that the appropriate quality measures are taken for the rejected IDs.
With this feature, you are able to reconcile your project within your dashboard.
How do I reconcile my project?
1. Click on the “Completed projects” tab within your dashboard.
You’ll see a new option (✔) under “Actions”:
2. Click the checkmark next to the project you’d like to reconcile.
3. Copy/Paste the “Accepted IDs” into the appropriate input box.
When setting up your project, you input an “Entry URL” that contains the unique identifier that you’ll input into the “Accepted IDs” field. For reference, we’ve included the variable name of this unique identifier below the “Accepted IDs” input box.
4. Fill in the necessary PO / invoice ID, business unit, and any “notes” you’d like to provide for your finance team.
Recorded IDs: These are the IDs that TapResearch identified as “Completes” for this project.
Accepted IDs: These are the IDs that you have recorded as “Completes”.
Rejected IDs: These IDs are those not accepted.
Unrecognized IDs: These are the IDs that don’t match our “Recorded IDs” list.
Once the forms are complete, you’ll see the reconciliation details in the bottom right-hand corner of the screen.
5. Click “Complete reconciliation” to reconcile your project.
Upon clicking, you’ll receive a prompt to confirm you’re ready to reconcile.
6. Click “OK”, and you’ll receive a message at the top of your browser indicating the creation of your invoice.
That’s it, your project has been reconciled!
DIY Reconciliation Fails / Not Permitted
DIY Reconciliation Parameters
When reconciling your project, if the rejected amount is greater than or equal to $50 AND the reject rate (% of revenue rejected) is greater than or equal to 20%, DIY reconciliation will not be allowed.
What are the next steps?
You will need to provide TapResearch with a list of the following:
Rejected IDs and reasons for rejection
Send this information to ProjectManagement@TapResearch.com
What will TapResearch do?
If the rejected reasons for IDs are in good faith, TapResearch will utilize the above information to reconcile the project on your behalf and confirm via email they have reconciled the project.
We’d love to hear your feedback. Please let us know of any questions or concerns!