Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

The process of setting up Invoice Rates Validation requires collaboration, in that, the client must reach out to the service providers in their private network and request that they submit rates for the services they provide. In turn, clients will review the submitted rates and then either approve or reject them. Once the rates have been approved, Invoice Rates Validation becomes active from the date agreed upon in the submitted rates proposal.

Panel
bgColor#F9F9F9
titleColor#2970CA
titleBGColor#EAEAEA
borderStylenone
title⦿ How to Request Service Rates from Service Providers
  1. Decide which service providers will receive the email.
  2. Launch Compliance Manager
  3. Select the Contractors Tab
    Contractor's Tab
  4. Select the Active Contractors link
    Active Contractors
  5. On this screen, you will select the service providers who will receive an email requesting that they submit rates for the services they provide:
  6. You can send to all service providers by checking “Apply to all”.
  7. Or, you can select the service providers individually, by checking the box next to the company name.
    Contractor's Screen
  8. Next, from the Actions for selected contractors, drop down menu, select “Send custom message”
    Message Screen
  9. In the pop-up screen, compose your message to your service providers, then click Ok.


Panel
title⦿ How to Approve or Disapprove Rates submitted by Service Providers
  1. To review the submitted rates, launch Compliance Manger and select the Contractors tab, then select the Contractors link.
    Contractor's TabImage RemovedContractor's TabImage Added
  2. Next, click the service provider whose rates you want to review.
    Acitve ContractorsImage Removed
    1. Contractor's ScreenImage Added
  3. Select the clients tab 
    Client ScreenImage RemovedClient ScreenImage Added
  4. Now click the Client Rates link
    Rates LinkImage RemovedRates LinkImage Added
  5. Select the Propose tab
    Rates Proposal ScreenImage RemovedImage Added
  6. On this screen you have the option of approving or rejecting the proposed rates.
    Image RemovedImage Added

  7. The decision you make will be emailed to the service provider and a message sent to their Fixxbook account.

    Info

    The rates go into effect on the “ As of” date, not the date that they are approved.   



Live Search
spaceKeySCU
additionalpage excerpt
placeholderSearch our Knowledge Base
typepage

Panel
titleColorwhite
titleBGColor#5fa7d0
borderStylegroove
titleIn this Article

Table of Contents
maxLevel3
minLevel2
indent20px

Panel
titleColorwhite
titleBGColor#75a346
titleRelated Articles

Filter by label (Content by label)
showLabelsfalse
showSpacefalse
sorttitle
cqllabel = "invoices"