A Pending Approval Adjustments tab has been added to the Pre-Billing Analysis screen in Billing. Review the tab for outstanding invoice adjustments that have not been approved to prevent billing errors.
The following actions can be taken for a pending adjustment:
- Approve: Select the green check mark to approve the adjusted amount for billing.
- Reject: Select the red 'X' to reject the adjusted amount and the account will be billed for the original amount.
- Edit: Double click within the row of an account to open the Invoice Adjustment editor to edit the Adjustment Amount.
Pathway: Accounting > Billing > Right Click on Batch > Pre-Billing
Articles: Pre-Billing Workflow