Finance
Billing exceptions
The checks, and any override, are the firm’s.
Most invoices are routine. The cost is the one that should not have gone out.
The workflow
Billing exceptions
- 01Read
The invoice is taken from the billing run.
- 02Test
Rate, duplicate and approval checks run.
- 03Hold
A failure stops that invoice only.
- 04Release
The rest of the run continues.
The checks, and any override, are the firm’s.
The problem
Billing exceptions still depends on a queue.
Invoices are checked by sampling, or not at all. A wrong rate, a missing approval or a duplicate is found by the client.
Current process
A sample, or a complaint.
Invoices are checked by sampling, or not at all. A wrong rate, a missing approval or a duplicate is found by the client.
The solution
A recorded workflow, with people where the decision sits.
Handled in the workflow
Each invoice is tested against the checks the firm defines. Failures are held with the failed check. Passed invoices continue.
- Read
- Test
- Hold
- Release
Your team stays in control
The checks, and any override, are the firm’s.
Every invoice, the same checks, holds only where they fail.
How it works
From the queue to a recorded outcome.
Each invoice is tested against the checks the firm defines. Failures are held with the failed check. Passed invoices continue.
01
Read
The invoice is taken from the billing run.
02
Test
Rate, duplicate and approval checks run.
03
Hold
A failure stops that invoice only.
04
Release
The rest of the run continues.
Without it
A sample, or a complaint.
With UYP Systems
Every invoice, the same checks, holds only where they fail.
The checks, and any override, are the firm’s.
Also in Finance
The rest of the range.
Client onboarding
Onboarding is a file that has to be complete. The delay is the chase for what is missing.
- Open
- Collect
- Test
- Hold or pass
Evidence collection
The evidence usually exists. The work is asking, filing and knowing what has not arrived.
- Name
- Ask
- File
- Show
Reconciliation exceptions
A reconciliation that matches needs no one. The work is the break.
- Compare
- Pass
- Queue
- Clear
Discuss Billing exceptions.
Most invoices are routine. The cost is the one that should not have gone out.