TeamConnect 5.0 Self-Paced Training: Invoice Review and Approval
This video contains information related to invoice review, adjustment, rejection and approval. It also includes tips and tricks to streamline the invoice review process.
Review of Invoice Screens - 0:28Overview of the information contained on the invoice screens. |
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Line Item Review - 2:39Learn about invoice line items. |
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Sorting Line Items - 3:38Learn how to sort line items and streamline the invoice review process. |
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Adjusting Line Items - 5:13Learn how to adjust a single line item. |
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Bulk Line Item Adjustment - 6:22Learn how to make bulk adjustments to invoice by UTBMS code, rate, etc. |
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Rejecting a Single Line Item - 7:58Learn how to reject a single line items. |
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Approve, Reject and Forward Invoices - 9:29Learn how to approve, reject and forward invoices to another person for review or approval. |
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More Information - 11:05More information can be found on the Client Success Center under TeamConnect How To Videos. |