InvoiceReject - Revision history

Scarpenter at 04:28, 8 February 2017

2017-02-08T04:28:01Z

Scarpenter: /* See also */

2017-02-08T04:27:34Z

‎See also

Scarpenter at 04:25, 8 February 2017

2017-02-08T04:25:48Z

Scarpenter at 04:17, 8 February 2017

2017-02-08T04:17:26Z

Kberkidge at 05:03, 6 July 2012

2012-07-06T05:03:04Z

Kberkidge: Created page with '==Rejecting Invoices== During the invoice review process, if you determine that the invoice details are not correct (perhaps missing usage charges, duplicate charges, or other i…'

2012-07-06T04:59:39Z

Created page with '==Rejecting Invoices== During the invoice review process, if you determine that the invoice details are not correct (perhaps missing usage charges, duplicate charges, or other i…'

New page

==Rejecting Invoices==

During the invoice review process, if you determine that the invoice details are not correct (perhaps missing usage charges, duplicate charges, or other inaccurate details etc), the invoice may be rejected. Rejected invoices can be investigated by the Emersion Billing Support team with your assistance. Detailed notes should be added to provide details about the problems found with the invoice. These notes will assist the Emersion Billing Support team when investigating your rejected invoices. It is recommended that you enter as much detail as possible to allow a speedy response and action, and avoid any delays in obtaining the required information. Any invoice problems can be corrected and addressed by the Emersion Billing Support team, in consultation with you, and the invoice can be re-generated for you to re-check and approve.

Invoices can be rejected individually or [[InvoiceBulkReject|bulk rejected]] to reject many invoices at once. Once rejected, the system will automatically notify the Emersion Billing Support team that there are rejected invoices for review if indicated on the rejected invoice. They will investigate the invoices and contact you to confirm the action required. Once any actions are completed to correct your invoices, the Emersion Billing Support team will re-generate your invoices and they will be returned to ''Pending'' status.

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'''Note:''' Enter as much detail as possible about the problems or errors found on rejected invoices to assist with correction as quickly as possible.
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===To Reject an Invoice===

# On the ''Manage'' ''Invoice ''page, review the invoice details, cardlines and charges and update any cardlines that can be corrected (see Invoice Cardline Management on page 35).
# If you cannot modify the cardlines to correct the invoice as required, click the '''Reject '''button. The ''Reject'' ''Invoice ''page will appear.
# Enter detailed information about the problem found with the invoice in the ''Notes'' field.
# Tick the ''Emersion to Action?'' Check box to notify the Emersion Billing Support team that you have rejected the invoice and require their assistance to resolve the problem.<br/>
#:Note that in situations where the rejected invoice has experienced no system fault or error caused by the system, and you request action by the Billing Support Team, the investigation work conducted will considered as chargeable work for which you may be invoiced.<br/>
# Click the '''Submit''' button. The ''Invoice List'' page will display with a message at the top of the screen stating that the Invoice status has been updated.

===See also ===
* [[InvoiceCardlineManagement|Invoice Cardline Management]]
* [[InvoiceBulkReject|Bulk Reject Invoices]]
* [[InvoiceApprove|Approve Invoices]]
* [[InvoiceBulkApprove|Bulk Approve Invoices]]

@@ Line 48: / Line 48: @@
 # Click the '''No''' button to cancel the bulk invoice rejection and return to the previous screen.
-See also =
+= See Also =
 * [[InvoiceManageInvoice|The Manage Invoice Screen]]
 * [[InvoiceApprove|Approve Invoices]]
 * [[InvoiceBulkApprove|Bulk Approve Invoices]]

@@ Line 1: / Line 1: @@
-==Rejecting Invoices==
+{{DISPLAYTITLE:Reject an Invoice}}
-During the invoice review process, if you determine that the invoice details are not correct (perhaps missing usage charges, duplicate charges, or other inaccurate details etc), the invoice may be rejected. Rejected invoices can be investigated by the Emersion Billing Support team with your assistance. Detailed notes should be added to provide details about the problems found with the invoice. These notes will assist the Emersion Billing Support team when investigating your rejected invoices. It is recommended that you enter as much detail as possible to allow a speedy response and action, and avoid any delays in obtaining the required information. Any invoice problems can be corrected and addressed by the Emersion Billing Support team, in consultation with you, and the invoice can be re-generated for you to re-check and approve.
+* be grouped and further investigated by your billing team prior to approval.
-Invoices can be rejected individually or [[InvoiceBulkReject|bulk rejected]] to reject many invoices at once. Once rejected, the system will automatically notify the Emersion Billing Support team that there are rejected invoices for review if indicated on the rejected invoice. They will investigate the invoices and contact you to confirm the action required. Once any actions are completed to correct your invoices, the Emersion Billing Support team will re-generate your invoices and they will be returned to ''Pending'' status.
+[[file: Reject-invoice-internal.png]]
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+To view a list of all invoices that are rejected, use the status search when viewing the invoice list page. This can be found under:
-===To Reject an Invoice===
+= Sending Rejected Invoices to Emersion =
-# On the ''Manage'' ''Invoice ''page, review the invoice details, cardlines and charges and update any cardlines that can be corrected (see [[InvoiceCardlineManagement|Invoice Cardline Management]]).
+Users are expected to provide detailed notes of the issue, why they believe it is wrong with supporting evidence. Please also include all investigation that has been done up to this point. This is very important to ensure we can provide a speedy turn around time. Once any actions are completed to correct your invoices, the Emersion Billing Support team will re-generate your invoices and they will be returned to ''Pending'' status.
 ===See also ===

@@ Line 34: / Line 34: @@
 = How To Bulk Reject Invoices =
 ===See also ===
-* [[InvoiceCardlineManagement|Invoice Cardline Management]]
+* [[InvoiceCardlineManagement|Invoice Card line Management]]
 * [[InvoiceBulkReject|Bulk Reject Invoices]]
 * [[InvoiceApprove|Approve Invoices]]
 * [[InvoiceBulkApprove|Bulk Approve Invoices]]

@@ Line 12: / Line 12: @@
 ===To Reject an Invoice===
-# On the ''Manage'' ''Invoice ''page, review the invoice details, cardlines and charges and update any cardlines that can be corrected (see Invoice Cardline Management on page 35).
+# On the ''Manage'' ''Invoice ''page, review the invoice details, cardlines and charges and update any cardlines that can be corrected (see [[InvoiceCardlineManagement|Invoice Cardline Management]]).
 # If you cannot modify the cardlines to correct the invoice as required, click the '''Reject '''button. The ''Reject'' ''Invoice ''page will appear.
 # Enter detailed information about the problem found with the invoice in the ''Notes'' field.