Filtering Invoices with Negotiated Price Mismatch and Viewing Discrepancies
- Anastasia Medovkina
Filtering Invoices with Price Mismatch
When your providers submit invoices with discrepancies, you can find such invoices using the filter on the Invoices List page.
- At the top of the page, click Invoices.
- In the Filter By section, click the Check or Crossmark on the With Agreed Price Mismatch toggle:
- 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.
- If you click the Checkmark, ServiceChannel will show you the list of invoices with the agreed price mismatch.
- (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.
Viewing Discrepancies with Negotiated Price Lists
You can see where exactly the mismatch appears and the reason for the mismatch:
Contact your ServiceChannel manager to have the mismatch reasons on invoice details.
Additionally, you can view the number of invoices with discrepancies in Analytics. This data may help you to identify areas of invoice process improvement.
All material, other prices, and markup % above the agreed numbers will be marked with a Warning
icon.
If you set up both Client Rates and Negotiated Price Lists, the validation will be performed through the prices in the negotiated lists first.
Price Mismatch on Mobile Invoices
The fastest way to view what is going on with your invoices is to open the mobile app.
- Log in to the app and tap Invoices.
On invoice details, you will notice the Warningicon on the invoice showing a mismatch. You can check it in two ways: - Tap the Warningicon. You will see only the discrepancies.
- Tap the invoice itself and tap Charges. You will see all charges.
Those with discrepancies will have the Warningicon next to the charges.
- Tap the Warning
Expand the charge with discrepancy to view the difference between the agreed and actual price, agreed and actual markups.
Contact your ServiceChannel manager to prompt a provider to enter the reasons for rate mismatches.
Price Mismatch on Dashboard
Dashboard is a great tool to manage your invoices and catch discrepancies.
- Open Dashboard > Invoices.
- Open the invoice. If there are discrepancies, on the Invoice Details page, you will see the following:
- In the Material and Other sections: Agreed Unit Price and Applied Unit Price
- In the Markup %: Agreed Markup and Applied Markup
- Reason for Mismatch
Contact your ServiceChannel manager to prompt a provider to enter the reasons for rate mismatches.
Price Mismatch on Invoice Details
On the Invoice Details page, you can view the discrepancies and the rates on which you agreed with your provider.
You can view negotiated rates from the list in the expandable Client Rates section.
- Open the Invoices tab.
- (Optional) In the filter section, click the Checkmark on the With Agreed Price Mismatch toggle to view the invoices with the agreed price mismatch.
- (Optional) Click Invoice price is greater or less the Agreed Price to specify your search.
- Click the invoice to view its details.
On the Invoice Details page, view price and markup mismatches, mismatch reasons for material and other charges.
Contact your ServiceChannel manager to allow your provider to enter the mismatch reasons.
- (Optional) Click the expandable Client Rates section to view the prices from the Negotiated Price List.
To save time on searching for invoices with price mismatches, you can set up the auto-approval process. The invoices with prices in line with the negotiated rates will be auto approved, while invoices with price mismatches will not.
View the Number of Invoices with Discrepancies in Analytics
If you are a premium analytics user, you can view the discrepancies in the module to identify the areas of concern and avoid financial issues.
- In the hamburger menu, click Analytics.
- Click Explore.
- Find Measures and click Mismatched Rates > Mismatched Rates Percentage to view the number of invoices that include mismatched rates.
