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Changes in POE financial transactions improve efficiency

Changes to how Port of Entry (POE) financial transactions are managed should increase efficiency and improve customer service as a result of a project completed recently by Financial Services, Revenue Operations and Enterprise Technology Services.

Steve Gossard, Leonard Campbell, Patty Harris, Cari Waite and Lisa McClellan succeeded in refining and deploying an application to streamline POE point of sale business transactions.

The improved process eliminates manual entry of all POE transactions into the motor carrier customer’s ledger account (VA-40) and saves approximately 40 hours of labor each month. It also eliminates the handling of each transaction twice.

It improves the timeliness of postings to customer accounts and the accuracy of those postings. The improvements also create consistency for Headquarters and POE business processes.

“We’ve been live for approximately four weeks and it’s been fantastic,” said Lisa McClellan, a Senior Financial Specialist with HQ Revenue Operations. “We have not had any major issues.”

“We have RevOps and DMV Admin units trained on this process now, and both sections are using it,” she explained.

“The team did a great job implementing this change,” said Gary Genova, ITD Revenue Operations Manager. “This is an excellent example of improving processes by having the right people collaborating and leveraging technology.”