How to Process Chargebacks › Department Invoices › Submit Department Invoices

Submit Department Invoices

Department managers can view a list of invoices generated for their departments. Finance managers can view all generated invoices from the financial management invoice pages. From an invoice, you can drill-down to view the following details:

• The WIP or adjustment status of a transaction.
• The amount of the transaction.
• The percentage charged. For example, 100 percent indicates that only one service is using the investment and 50 percent indicates the investment is shared between two services.
• The scaled dollar amount based on the percentage charged to the service.

Your finance manager typically submits invoices for approval. Submitted invoices are automatically locked and have a status of "Submitted". Submitted invoices can be recalled, approved, or rejected.

Follow these steps:

1. Open Home, and from Organization, click Departments.
2. Open the department and click Invoices.

   A list of invoices for your department appears.

3. Click an Invoice Number link to open the invoice. The following fields require explanation:

   Current Amount

   Displays the amount of the charge for the specified time period. Click this link to view transaction details.

   Prior Period Adjustment

   Displays the amount of an adjustment that occurred during a previous time period. If zero, then no prior period adjustments were made. Click this link to view adjustment details.

   Total Amount

   Displays the total amount of the charges less adjustments for the specified time period. Click this link to view transaction details.

   Subscription

   Indicates whether you have subscribed to a service. If you have subscribed to a service, a checkmark is displayed.

4. Submit the invoice.