The Summary Tab will provide an overview of the number of appointments and their stage in the submission and invoice process. Appointment Work Types that are configured to require a certificate submission will not be available for an invoice until their submissions are completed.
The Stages shown are:
- Ready for Submission/Re-Submission.
- Submissions Waiting on Response.
- Rejected Awaiting Action.
- Ready for Invoice.
- Invoiced.
Appointments that are under the “Ready for Invoice” column will show in the ‘Invoice View Tab’. To preview the invoice results with appointments undergoing a submission, an operator can view the ‘Work in Progress Tab’.
When an acceptable number of appointments appear under ‘Ready for Invoice’ an operator can finalize an invoice, the appointments will move under the ‘Invoiced’ column.
Moving Past and Future Appointments.
If processing a new invoice week, this notice is likely to appear under the Summary Tab and provides an option to move appointments with a past invoice eligibility date into the current week. It’s important to bring past activities forward, to ensure prompt payment to Field Workers/agents.
An operator has two options:
- Move Selected Forward.
- Move All Forward.
The option, Move Selected Forward, will navigate the operator to a new screen and from this screen, the operator chooses the appointments to move forward. The second option, Move All Forward, will move the number of appointments shown in the notice into the current week.
If processing a past invoice week this notice is likely to appear under this Summary Tab and provides an option to move appointments with a future invoice eligibility date in the current week.