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.
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FilterInvoices | FilterInvoices | Filtering Invoices with Mismatched RatesFind out how to filter invoices with mismatched rates.
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ViewInvoices | ViewInvoices | Viewing Invoices with Mismatched RatesOnce 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.
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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.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.
- Only with compliant hours toggle shows invoices that have compliant or non-compliant hours based on your configuration for compliant/non-compliant check-in radius in the Site Access Rules module.
With Time Spent On-Site Mismatch toggle shows invoices with mismatches in the time a 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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| title | ⦿ How to Filter Invoices With Rates Mismatch |
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- At the top of the page, click Invoices.
- In the filter section, click the Check or Cross mark on the With Rates Mismatch toggle:
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- If you click the Checkmark, ServiceChannel will show you the list of invoices with the rates mismatch. When clicking the Check mark, you can also choose whether the invoice price should be greater or less than the agreed price to specify your search.
- If you click the Crossmark, ServiceChannel will remove invoices with therates mismatch from your list of invoices.
- (Optional) Click the toggle again to deactivate it.
The grey state shows that the toggle is turned off. - (Optional) Click Save Current Filter to remember the filter.
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Filtering Invoices With Agreed Price Mismatch
When you have downloaded a negotiated price list, and your provider has sent you invoices, you can filterthemto view only the invoices with agreed price mismatches in material and other charges.
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Contact your ServiceChannel manager to turn on negotiated price lists. |
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| title | ⦿ How to Filter Invoices With Agreed Price Mismatch |
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- At the top of the page, click Invoices.
- In the filter section, click the Check or Crossmark on the With Agreed Price Mismatch toggle:
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- If you click the Checkmark, ServiceChannel will show you the list of invoices with the agreed price mismatch.
When clicking the Checkmark, you can also choose whether the invoice price should be greater or less than the agreed price to specify your search. - If you click the Crossmark, ServiceChannel will remove invoices with the agreed price mismatch from your list of invoices.
- (Optional) Click the toggle again to deactivate it.
The grey state shows that the toggle is neutral. - (Optional) Click Save Current Filter to remember the filter.
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Filtering Invoices With Only Compliant Hours
You can filter invoices to see only those that have compliant or non-compliant hours based on your configuration for compliant/non-compliant check-in radius in the
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Contact your ServiceChannel manager to be able to view invoices with compliant and non-compliant hours. |
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| title | ⦿ How to Filter Invoices With unsafe-Only Compliant Hours |
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- At the top of the page, click Invoices.
- In the filter section, click the Check or Crossmark on the With Only Compliant Hours toggle:
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- If you click the Checkmark, ServiceChannel will show only theinvoices with compliant hours.
- If you click the Crossmark, ServiceChannel will show the list of invoices with non-compliant hours.
- (Optional) Click the toggle again to deactivate it.
The grey state shows that the toggle is neutral. - (Optional) Click Save Current Filter to remember the filter.
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Filtering Invoices With Time Spent On-Site Mismatch
You can filter invoices with discrepancies between the time spent on-site captured by ServiceChannel and the time the provider entered in the invoice.
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Contact your ServiceChannel manager to enable time spent on-site mismatch. |
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| title | ⦿ How to Filter Invoices With Time Spent On-Site Mismatch |
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- At the top of the page, click Invoices.
- In the filter section, click the Check or Crossmark on the With Time Spent On-Sitetoggle:
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If you click the Checkmark, ServiceChannel will show you the list of invoices with the time mismatch.
When clicking the Checkmark, you can also choose whether the invoice time should be greater or less than the time on-site to specify your search.
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If you are using compliant and non-compliant check-in/out for the technicians who perform work, you will see the Include Non Compliant Hours As OnSite checkbox. With the checkbox on, invoices with non-compliant check-ins/outs will be added to the Invoices List while filtering invoices with the With Time Spent On-Site Mismatch toggle. |
- If you click the Crossmark, ServiceChannel will remove invoices with the time mismatch from your list of invoices.
- (Optional) Click the toggle again to deactivate it.
The grey state shows that the toggle is neutral. - (Optional) Click Save Current Filter to remember the filter.
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Filtering Invoices With Material Markup Mismatch
You can filter invoices to view only those with the material markupmismatch.
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Contact your ServiceChannel manager to enable the material markup mismatch. |
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| title | ⦿ How to Filter Invoices With Material Markup Mismatch |
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- At the top of the page, click Invoices.
- In the filter section, click the Check or Crossmark on the With Material Markup Mismatch toggle:
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If you click the Crossmark, ServiceChannel will remove invoices with the markup mismatch from your list of invoices.
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The invoices with no material markup % mismatch will be highlighted with a green checkmark.  Image Added
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- (Optional) Click the toggle again to deactivate it.
The grey state shows that the toggle is neutral. - (Optional) Click Save Current Filter to remember the filter.
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