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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 - 0:28

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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