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TeamConnect 5.0 Self-Paced Training: Invoice Review and Approval

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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 - 0:28

Overview of the information contained on the invoice screens.

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Line Item Review - 2:39

Learn about invoice line items.  

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Sorting Line Items - 3:38

Learn how to sort line items and streamline the invoice review process. 

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Adjusting Line Items - 5:13

Learn how to adjust a single line item. 

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Bulk Line Item Adjustment - 6:22

Learn how to make bulk adjustments to invoice by UTBMS code, rate, etc.

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Rejecting a Single Line Item - 7:58

Learn how to reject a single line items.

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Approve, Reject and Forward Invoices - 9:29

Learn how to approve, reject and forward invoices to another person for review or approval. 

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More Information - 11:05

More information can be found on the Client Success Center under TeamConnect How To Videos.

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