Page Comparison

To locate submitted invoices with Mis-Matched Rates:

1. Navigate to the Invoices tab on the top navigation bar.
2. Select All, OPEN or ON HOLD to reveal invoices in those categories.
   
3. Select additional filters to reduce the number of invoices displayed.
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4. Then, check the box next to With Mis-Matched Rates, then scroll through the results to locate the invoice you are looking for. When you have located the desired invoice, open it by clicking the invoice number.
   

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The flag on the Charges tab indicates that there were labor rates submitted that do not match the agreed upon rates between the client and the service provider. Additional flags appear next to the agreed upon regular time (RT) rates, that were incorrectly submitted, the rates submitted by the service provider, under Hourly Rates and on the Client Rates drop-down link.

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In the above scenario, the regular time rate for the technician was submitted at $125.00 and the regular time rate for the Helper was submitted at $75.00, but the agreed upon rates are $50.00 and $35.00, respectively. As the client you have the option of approving the rates as submitted or they can be rejected. Rates Validation does not prevent mis-matched rates from being approved, it only provides transparency.

Using Invoiced Rates Validation saves both you and your service providers time in regards to invoice preparation and approval/rejection. This added layer of transparency drive performance.

To locate submitted invoices without Mis-Matched Rates:

1. Navigate to the Invoices tab on the top navigation bar.
2. Select All, OPEN or ON HOLD to reveal invoices in those categories.
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3. Select additional filters to reduce the number of invoices displayed.
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4. Then, check the box next to With Mis-Matched Rates, then scroll through the results to locate the invoice you are looking for. When you have located the desired invoice, open it by clicking the invoice number.

The resulting list are work orders where the rates match the agreed upon rates, between the client and the service provider.

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1. The bottom navigation bar provides the option to print, place on hold, reject, or approve the invoice.
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2. The Put on Hold, Reject and Approve options have comment fields where additional information can be added.
   

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