Billing Icon Definitions
User Group | Action | Invoice Moves To… Status (Sub-status) |
|---|---|---|
System | Invoice Generated  | Pending Approval (Awaiting Action) |
System | Process Payment  | Invoice History (Paid) |
Provider | Corrections completed 
| Pending Approval (Awaiting Action)
Pending Payment (Awaiting Action) |
Approver | Approved by the lead agency  | Pending Payment (Awaiting Action) |
Approver | Denied by the lead agency  | Invoice History (Denied) |
Payor | Payment authorized by the payor | Invoice History (Paid) |
Payor | Denied by the payor | Invoice History (Denied) |
Payor | First level payment approval completed | Pending Payment (In Process) |
Payor | Submit for Payment | Invoice History (Processed) |
Approver or Payor | Provider corrections required  | Corrections Required (Awaiting Action) |
Approver or Payor | In review  | Pending Approval (In Review)
Pending Payment (In Review) |
Approver or Payor | Placed on administrative hold 
| Pending Approval (Administrative Hold)
Pending Payment (Administrative Hold)
|
Dashboard
The Overview Tracking tiles provide at-a-glance information on billing and items requiring action.
The Highlighted Title indicates the current view.
The left navigation titles show all programs that a user has access to.
3. The Orange Icons indicate Action Items for that specific tracker.
Click on the teal tile below (Take Action and Pending Invoices) to review an invoice in that state.
4. QA Review grants access to the Boxing Ring, for tracking and reviewing recoupments
5. Clicking on “Programs” will return the user to the Overview Dashboard.
6. The Client tab provides access to Client Find/Registration functions.
7. Clicking on the upper right corner allows the user to update their Name, Email Address, and Password, and to Logout.
Project Selection from Dashboard
Select the Program you wish to bill for. It will be highlighted after making your selection.
2. Select the intended Fiscal Year when billing. This will default to the current Fiscal Year.
3. Select the Billable Project by clicking on the Teal Project Title to add services.
4. The Allocation header indicates the total funding allocated for the selected Fiscal Year
5. The Paid header indicates the amount of funding paid to date.
6. The Outstanding header indicates the amount billed but not yet paid.
7. The Remaining header indicates the remaining funds for the selected fiscal year.
Adding a Service
By clicking on the Project line, the Add Services feature will appear for the selected Fiscal Year.
To add a service, click on the teal Add Service Button
Click Return to Program Summary to return to the previous page.
Adding Workbook: Required Fields
Specify Date of Activity: Enter date of Service Activity, or the date range for the service.
Specify Cost of Activity: Enter Cost.
Signed PDF: Upload signed Invoice.
Excel Workbook: Upload workbook.
Supporting Documentation: Check Yes if supporting documentation is required.
Supporting Files: Upload documents if required (up to 5 documents).
Workbooks supporting documentation allows any file type (Word, PDF, Excel, txt, etc.)
Acknowledgment: Check to acknowledge information is verified.
Click Save.
9. Successfully submitted services appear within the Service list with a unique Transaction ID.
10. To edit the existing service, click on the Teal Service Line.
11. To delete a service, click on the Trash Can Icon