When a provider submits a line-item invoice where any of the labor rates are above or below the agreed-upon rates, a warning icon appears next to the rate indicating a mismatch.
In this article, you will find out how to filter and view invoices with mismatched rates.
Find out how to filter invoices with mismatched rates.
Once you have located the desired invoice with mismatched rates on the Invoices List, you can navigate to the Invoice Details page to view more information.
If any mismatch in rates is identified on an invoice, you see warning icons on the Charges tab and next to the Client Rates section. You also see warning icons next to the mismatched rates.
Expand the Client Rates section to view for which hourly rate type and skill level a mismatch occurred. This is the rate you have agreed upon with the provider.
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TT stands for travel time, RT for regular time, OT for overtime, and DT for double time. |
The rates that a provider reported are shown under Hourly Rate at the bottom of the page. A warning icon appears next to the rate for which a mismatch was captured. The agreed-upon rates and the rates submitted by a provider appear in a single row with a red outline for easy viewing and comparison. In the image above, the regular time rate for a technician is $70.00, but the reported rate is $400.00.
Rates validation doesn’t impose any restrictions on the processing of invoices. You can put on hold, reject, or approve an invoice with mismatched rates. For more information, see Taking Action on Invoices and Updating GL Codes.When your providers submit invoices with discrepancies, you can find such invoices using the following exception filters on the Invoices List page:
- With Rates Mismatch toggle shows invoices with mismatches in labor rates specified in the rate card and the actual ones entered by a provider.
- With Agreed Price Mismatch toggle shows invoices with mismatches in material prices and prices for other charges specified in the negotiated price list and the actual price entered by a provider.
- With Time Spent On-site toggle shows invoices with mismatches in the time technician spent at the location captured by ServiceChannel and the time entered by a provider in the invoice.
- With Material Markup Mismatch toggle shows invoices with markup & mismatch in the material items specified in the negotiated price list or a rate card and the actual percentage entered by a provider.
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Both Rate Cards and Price Lists contain the material markup %. The validation will be performed depending on what you configured: Rate Card, Price Lists, or both. If you have set up both Rate Cards and Price Lists, keep in mind that the material markup % will be validated only through the Price List value of markup %. |
Filtering Invoices With Rates Mismatch
When you approve the rate card proposed by your provider and the provider has submitted invoices, you can filter invoices to view only those with therates mismatch in labor charges.
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Contact your ServiceChannel manager to turn on client rates. |
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