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Review Accounts for Generation

When the timesheets for an Account Period have been confirmed you are ready to review, generate and print the invoices.

Before generating invoice, you review them for accuracy. If the invoices appear correct, you can generate the accounts. If there is a discrepancy in the invoices, you can close the accounts, make the required corrections and then review the accounts again before generating.

When an invoice is being reviewed and has NOT been generated, it has a “Preview” watermark. The watermark is removed when invoices are generated.

Late Timesheet Confirmations

When you generate accounts, the invoices will include confirmed timesheet rosters for the current account period PLUS any other timesheet confirmed rosters for prior account periods.

Held Invoices

Hospital > Invoice Details tab

If invoices for a Hospital were withheld from generation, the Invoice Hold option selected on the Hospital Details tab, you have the option of creating invoices for each held account period or creating one invoice for all the outstanding periods.

To produce a separate invoice for each held Account Period, you must select and generate invoices for each account period one at a time.

Important Note: When you are generating accounts, you should ensure all users are out of the invoice, rating and roster screens.

Review and Generate Accounts

Accounts > Review Accounts for Generation

  1. Select the Account Period. Only account periods where confirmed timesheet entries are outstanding will be displayed.
  2. Select Invoice Window – Lists all Hospitals with outstanding invoices.
  3. Modify the list of Invoices to be reviewed and generated with the Select All or Clear All options. You can manually add or remove invoices from the invoice generation.
  4. OK to proceed.
  5. The Invoice Date can be overtyped, if required.
  6. Accounts Warning – Advising the accounts are now locked to other users until you either generate or exit the screen.
  7. Review the invoices before generating.
  8. Generate Invoices if all is correct by selecting the Accounts icon on the toolbar or Accounts > Generate Accounts.
    • If a correction need to be made to a roster before generating accounts, close the screen and make the required change.
  9. Print Accounts – The print accounts sub screen will appear when you click OK to generate the accounts.
  10. Account Summary – A report that summarises the generated accounts is created.
  11. Invoices have been successful reviewed and generated.

Printing Accounts at a later stage

You can print invoices from the Display Generated Accounts screen or from the Hospital Invoice information tab.

Roster Entries Updated

When the accounts have been generated, the roster entries that have not already been paid are and moved from the Roster to the Roster – Paid or Invoiced screen. The invoiced roster entries will have a new field called Invoice, the date the invoice was generated and the Account Period in which the invoice was generated.