Invoice Escalation (Feature)
Invoice Escalation
Invoice Escalation is an E-Billing Feature option. Use case:
- If a Client needs the ability for the Acuity system to automatically escalate an invoice to the next level of review after X amount of days IF the Current Reviewer has not changed the status of the invoice.
- If a Client needs to ensure the invoices are routing efficiently through a Sent for Payment status in a timely manner.
How does it work?
- If after X days, the Current Reviewer has not change the status of the invoice, the system will automatically escalate the invoice to the next person in the review hierarchy
- When an invoice is escalated, the next Reviewer will receive an email notification (invoices for approval email)
- The Amount/Adjustment History will reflect the invoice has been 'escalated' from X to Y
Note: Please open a ticket if you would like to turn this on as configuration is necessary.