Filtering Invoices with Mismatches

Owned by Jing Tong (Unlicensed)
Last updated: Nov 07, 2023 by Anastasia Medovkina
4 min read

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.  
  • 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.   

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 the rates mismatch in labor charges. 

Contact your ServiceChannel manager to turn on client rates. 

⦿ How to Filter Invoices With Rates Mismatch
  1. At the top of the page, click Invoices. 
  2. In the filter section, click the Check or Cross mark on the With Rates Mismatch toggle:

    Screenshot showing the rates mismatch filter
     
    1. 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.
    2. If you click the Crossmark, ServiceChannel will remove invoices with the rates mismatch from your list of invoices. 
  3. (Optional) Click the toggle again to deactivate it. 
    The grey state shows that the toggle is turned off. 
  4. (Optional) Click Save Current Filter to remember the filter. 

Filtering Invoices With Agreed Price Mismatch 

When you have downloaded a negotiated price list, and your provider has sent you invoices, you can filter them to view only the invoices with agreed price mismatches in material and other charges. 

Contact your ServiceChannel manager to turn on negotiated price lists. 

⦿ How to Filter Invoices With Agreed Price Mismatch
  1. At the top of the page, click Invoices. 
  2. In the filter section, click the Check or Crossmark on the With Agreed Price Mismatch toggle: 

    Screenshot showing the agreed price mismatch filter
    1. 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. 
    2. If you click the Crossmark, ServiceChannel will remove invoices with the agreed price mismatch from your list of invoices.
  3. (Optional) Click the toggle again to deactivate it. 
    The grey state shows that the toggle is neutral. 
  4. (Optional) Click Save Current Filter to remember the filter. 

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 Site Access Rules module. 

Contact your ServiceChannel manager to be able to view invoices with compliant and non-compliant hours. 

⦿ How to Filter Invoices With unsafe-Only Compliant Hours
  1. At the top of the page, click Invoices. 
  2. In the filter section, click the Check or Crossmark on the With Only Compliant Hours toggle: 


    1. If you click the Checkmark, ServiceChannel will show only the invoices with compliant hours. 
    2. If you click the Crossmark, ServiceChannel will show the list of invoices with non-compliant hours.
  3. (Optional) Click the toggle again to deactivate it. 
    The grey state shows that the toggle is neutral. 
  4. (Optional) Click Save Current Filter to remember the filter. 

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. 

Contact your ServiceChannel manager to enable time spent on-site mismatch. 

⦿ How to Filter Invoices With Time Spent On-Site Mismatch
  1. At the top of the page, click Invoices. 
  2. In the filter section, click the Check or Crossmark on the With Time Spent On-Site toggle:


     

    1. 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. 

      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. 

    2. If you click the Crossmark, ServiceChannel will remove invoices with the time mismatch from your list of invoices. 
  3. (Optional) Click the toggle again to deactivate it. 
    The grey state shows that the toggle is neutral. 
  4. (Optional) Click Save Current Filter to remember the filter. 

Filtering Invoices With Material Markup Mismatch 

You can filter invoices to view only those with the material markup mismatch. 

Contact your ServiceChannel manager to enable the material markup mismatch. 

⦿ How to Filter Invoices With Material Markup Mismatch
  1. At the top of the page, click Invoices. 
  2. In the filter section, click the Check or Crossmark on the With Material Markup Mismatch toggle:

    Screenshot showing the material markup mismatch     
    1. If you click the Checkmark, ServiceChannel will show you the list of invoices with the markup mismatch.  

    2. If you click the Crossmark, ServiceChannel will remove invoices with the markup mismatch from your list of invoices. 

      The invoices with no material markup % mismatch will be highlighted with a green checkmark.  

      Screenshot showing the green checkmark

  3. (Optional) Click the toggle again to deactivate it. 
    The grey state shows that the toggle is neutral. 
  4. (Optional) Click Save Current Filter to remember the filter. 

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