Project Tracking

Open

Corrections Required

1.  Click View underneath the Corrections Required icon. Any Invoices that have been flagged as Corrections Required by the Lead Agency or Payor are displayed.

 Pending Invoices

1.  Click View under Invoice History. The invoices screen will display, defaulted to the current fiscal year listing pending approval and/or payment invoices.

2. Enter filter criteria.

3. Click Search.

4. Invoices meeting the entered criteria are displayed.

Invoice History

1. Click View under Invoice History. The invoices screen will display, defaulted to the current fiscal year listing processed invoices.

2. Enter filter criteria.

3. Click Search.

4. Invoices meeting the entered criteria are displayed.

Reports

1. Click the Run Report drop-down and click report.

2. Click Date From calendar and click date.

3. Click Date To calendar and click date.

4. Click any other search criteria fields and click entry.

5. Click Run Report.

6. Report details are displayed.

7. Click the arrow icon to navigate to additional pages of the report.

8. Click the save icon to print/save the report in excel, word, or pdf.

 Tip: To change the search criteria re-click the dates and re-click run report.