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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.

Requesting Service Rates from Providers

To get started, you need to request service rates from your providers.

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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 TabImage Removed
  4. Select the Active Contractors link
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  5. On this screen, you will select the service In the hamburger menu, click Compliance (Private Network).
  6. In Compliance Manager, hover over Contractors, and then click Contractors.
    Contractor's TabImage Added
  7. On the page listing your active contractors, select providers who will receive an email requesting that they submit rates for the services they provide:You . You can send a request to all service providers by checking “Apply to all”.Orselecting the Apply to All checkbox. Or, you can select the service providers individually, by checking the box pick specific providers by selecting the checkbox next to the company name.
    Contractor's ScreenImage RemovedContractor's ScreenImage Added
  8. Next, from From the Actions for selected contractors, Selected Contractors drop-down menulist, select “Send custom message”
    Message ScreenImage Removed Send Custom Message.
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  9. In the pop-up screenoverlay that appears, compose your a message to your service the selected providers, then click Ok OK.

Approving or Rejecting Submitted Rates

Once providers have submitted their service rates, you can either approve or reject them.

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title⦿ How to Approve or Disapprove Reject the Rates submitted Submitted by Service Providers
  1. To review the submitted rates, launch Compliance Manger and select the Contractors tab, then select the Contractors link.
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  2. Next, click In the hamburger menu, click Compliance (Private Network).
  3. In Compliance Manager, hover over Contractors, and then click Contractors.
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  4. Click the service provider whose rates you want to review. Contractor's ScreenImage Added
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  5. Select the clients tab 
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  6. Now click the Client Rates link
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  7. Select the Propose tab
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  8. On this screen you have the option of approving or rejecting the proposed rates.
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  9. The decision you make will be emailed to the service provider and a message sent to their Fixxbook accountNavigate to the Clients tab.
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  10. Under Clients, click Client Rates.
    Rates LinkImage Added
  11. Navigate to the Propose tab.
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  12. Review the submitted rates, and decide whether you accept them or not.

    1. To approve the rates, click Approve.

    2. To reject the rates, click Reject.

Image AddedThe provider gets an email and a message in their Fixxbook account informing them whether their submitted rates were approved or rejected.

Info

The rates go into effect on the

“ As

“As of” date, not the date

that

when they are approved.   



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