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invoice_view_edit

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invoice_view_edit [2019/08/28 17:48] – lisa.maloneyinvoice_view_edit [2024/08/13 18:25] (current) – tina.robles
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 The Invoice View displays the Invoice information, Action buttons and a Claims grid which lists all claims associated to that Invoice. The Invoice View displays the Invoice information, Action buttons and a Claims grid which lists all claims associated to that Invoice.
  
-{{:pasted:20181127-111440.png}}+{{:pasted:20240813-181853.png}}
  
 The Action buttons allow users with permissions to Edit, Submit, or create a New Claim on the invoice. The Action buttons allow users with permissions to Edit, Submit, or create a New Claim on the invoice.
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 On Invoice View, click the Notes & Attachment tab to add notes and/or attachments at the Invoice level.  Any notes and/or attachments added at the invoice level will automatically display on the Notes & Attachments tab for claims created on that invoice. On Invoice View, click the Notes & Attachment tab to add notes and/or attachments at the Invoice level.  Any notes and/or attachments added at the invoice level will automatically display on the Notes & Attachments tab for claims created on that invoice.
  
-{{:pasted:20181127-111558.png}}+{{:pasted:20240813-181916.png}}
  
-Click the Add button located on the bottom right of the screen.+Click the Add button located on the bottom left of the screen.
  
-{{:pasted:20160707-142809.png}}+{{:pasted:20240813-181955.png}}
  
 The Note Editor allows text to be entered and one to many attachments linked to that one note.  Add a note, or copy and paste from another source.  These notes can be formatted using any of the options displayed at the top of the note section. The Note Editor allows text to be entered and one to many attachments linked to that one note.  Add a note, or copy and paste from another source.  These notes can be formatted using any of the options displayed at the top of the note section.
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 To add attachments there are a couple steps.  To add attachments there are a couple steps. 
    
-1. Click the Add Attachment button located at the bottom of the popup in the Action Bar section.  An Upload File button will appear in the Attachment section.+1. Click the Add Attachment button located at the bottom of the popup in the Action Bar section.  An Upload Files button will appear in the Attachment section.
  
-2. Click Upload File to select a file.  +2. Click Upload Files to select a file.  
  
-If there are additional files that need to be added, click Add Attachment then select Upload File to add another attachment.  +You can choose 1 to many documents at one once.  
  
-{{:pasted:20180514-105157.png}}+{{:pasted:20240813-182058.png}}
  
 Once the notes and attachments are added, click Save.  The text will display in the Notes & Attachments grid as it was formatted in the Note Editor.  The attachments column will display a count of attachments associated with the note. Once the notes and attachments are added, click Save.  The text will display in the Notes & Attachments grid as it was formatted in the Note Editor.  The attachments column will display a count of attachments associated with the note.
  
-{{:pasted:20180514-105312.png}}+{{:pasted:20240813-182239.png}}
  
  
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 When viewing the Notes & Attachments on an invoice or claim, there is an Identifier column which gives information on where the note and/or attachment was added.  If the notes and/or attachments were added at the invoice level, it will display the text "invoice".  If the notes and/or attachments were added to a claim, this will display the Claim ID. When viewing the Notes & Attachments on an invoice or claim, there is an Identifier column which gives information on where the note and/or attachment was added.  If the notes and/or attachments were added at the invoice level, it will display the text "invoice".  If the notes and/or attachments were added to a claim, this will display the Claim ID.
  
-{{:pasted:20181127-112108.png}}+{{:pasted:20240813-182537.png}}
  
 Click the Notes & Attachments row on the grid to view the attachment.  This will open a non-editable dialog box with the notes displayed.  Click the Download hyperlink to view the attachment. Click the Notes & Attachments row on the grid to view the attachment.  This will open a non-editable dialog box with the notes displayed.  Click the Download hyperlink to view the attachment.
invoice_view_edit.1567014489.txt.gz · Last modified: 2019/08/28 17:48 by lisa.maloney

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