Prepare the work before the first live cycle.

1. Name the owners and access.

Choose the corporate administrators who will set up the organization and invite users. List the franchise locations and the people responsible for reporting, document coverage, and billing review.

• Confirm the organization name and franchise roster.
• Decide who manages organization membership and who needs access to each franchise.
• Invite each teammate with the role and franchise assignment that matches their work.
• Have invitees accept and confirm they can open the intended workspace before assigning live tasks.

Invitations are managed by an authorized organization administrator. Each person signs in with their own account; access depends on the granted role and franchise assignment.

2. Prepare reporting inputs.

Agree on the reporting calendar and the source file for each period. Keep the file tied to the intended franchise and period end date so the reviewer can check it in context.

• Gather the current sales report in Excel or CSV format.
• Identify who checks the period, upload, warnings, and calculation status.
• Use the Excel or CSV sample and no-sales file in the franchise upload guide when you need a format reference.
• Confirm that the expected services or classes are mapped before relying on calculated report results.

The samples are available from the authorized franchise reporting workspace under the report upload help. Do not substitute an example file for a real reporting period.

3. Gather franchise and document records.

Keep each location’s operating identity and current obligations easy to confirm. Assign a person to resolve missing, expired, or needs-review documents and agree where exceptions should go.

• Check franchise names, contacts, status, and assigned owners.
• List required documents, due dates, guidance, and the reviewer responsible for coverage decisions.
• Confirm who can update organization requirements and who can upload or review franchise documents.

4. Review billing setup before processing.

An authorized administrator should confirm payment destinations, billing terms, active billing rules, and the franchises each rule covers. Use billing simulation to inspect proposed invoice groups, lines, and blockers against the selected reporting data.

• Confirm the payment destination and currency for each applicable franchise.
• Review billing terms and the active sales or unit rules with their effective dates.
• Run a simulation and resolve mismatches or blockers with the responsible owner.
• Keep simulation review separate from approval to process a billing run.

A billing simulation is a preview: it does not change billing records or invoices. Processing is a separate authorized action.

5. Give every task a clear owner.

Before a reporting cycle begins, make sure each missing file, document question, and billing exception has a next step and an owner. Franchise users work from the assignments they can access; organization reviewers follow the same records from their permitted worklists.