Thingies

invoicing_comeback/README.md

@@ -7,4 +7,49 @@ Everyone agrees on it, yet we still need to put a solution in place. The Data Te
 ## Content index
 
 - `FW Payments and Invoicing process.msg`: some contents sent by Elaine, including Excel sheets they use to merge and process data.
-- 
+- `step_files`: the Excel sheets mentioned above.
+- Invoicing flow chart: a flow chart built by Ben C. with the different steps: https://miro.com/app/board/uXjVMirYfDg=/
+
+
+## My notes on the video
+
+My notes when watching through the video Ben C. recorded with the Finance team.
+
+- Jamie has the task of calculating the waivers (can this be divided into a subprocess?)
+  - Data is exported out of PowerBI and Acquired and "validated". There are inconsistencies between both sources and the team manually fixes them.
+    - What are in the inconsistencies? Why do they happen?
+    - If Acquired is the source of truth, why bother export the PowerBI data?
+    - Which PowerBI is it exactly? What exact table gets exported?
+    - With this, waivers are calculated and payments are reconciled.
+  - Some manual information needs to be obtained through the dashboard
+    - Which?
+    - How can we get it out of the backend without having to go through the UI? Can I make a nice query to fetch this out instead?
+  - Info also gets manually searched for in Hubspot and the Acquired dashboard.
+  - So, what's not really in PowerBI?
+    - Manual refunds
+    - Chargebacks
+    - Errors 262 from Acquired (PowerBI considers it as paid even though it isn't)
+    - Sometimes the payment is simply not in Dashboard at all, so it doesn't appear in PBI.
+- Manually convert the currencies (Can I lookup some small excel wizardry to make this simple for them???)
+- There are Payment Requests that get manually generated by the Customer Service team in Stripe and sent to customers out-of-process if Acquired fails.
+  - Records in Stripe about who the host is, what the booking is, need to be checked manually from the UI
+- From Hubspot
+  - Get the new clients and pricing structure there
+  - Names in Hubspot and Dashboard are different
+
+
+Some random thoughts:
+- I feel a lot of negativity in the meeting. Everything is deemed hard and not doable. "We are doomed and that's it."
+- Would all of these PBI exports be simplified by having direct queries to the databases?
+- It feels like Dashboard is not 100% perfectly synced with the Payment Providers?
+
+
+
+Fronts:
+- Quickish
+  - Ease data export from dashboard with tailored queries
+  - Formalize things and win spreadsheet agility by simply formalizing and documenting things
+- Longish
+  - Remove manual payments from limbo. We need some degree of organization around there, even if the first version is just a well maintained shared spreadsheet.
+  - Single payment processor
+  - Integrate payment processor data into a database of ours. Dashboard backend if it makes sense, DWH if it doesn't