Who does this impact: Vendors only
Action required: none: The tiles appear automatically the next time you sign in.
IN THIS RELEASE
Invoices and Work Tickets at a Glance: see which stage every invoice and work ticket has reached, without running a search.
Invoices and Work Tickets at a Glance
What’s new
Five new tiles now appear across the top of your home screen. Each one represents a stage in the invoice and work ticket lifecycle and shows how many of your documents have reached it.
The five tiles, shown here on two rows. Needs Attention is selected.
Click a tile to select it. The matching records load in the Invoices and Work Tickets grids below, and the tile highlights to show which stage you are viewing. One tile is selected at a time, so clicking a second tile switches the grids to that stage rather than opening both.
A tile’s count covers both grids together. An empty Work Tickets grid simply means that nothing in that stage is a work ticket.
To act on a record, click its row. What you can do depends on the stage: correct and resubmit a rejected invoice, send an unsent one to your customer, or open one already with your customer to review it.
What each tile means
# | Tile | What it means | What to do |
1 | Needs Attention | Your customer rejected or disputed these. The grid shows the date of the rejection. | Click each row to correct the problem and resubmit it. |
2 | Not Sent To Customers | Submitted to Energy Payables but not yet sent to your customer. | Click a row to review it and send it to your customer. |
3 | Awaiting Customer Approval | Sent to your customer, who has not yet approved them. | Nothing — the next step is your customer’s. Click a row to review the details. |
4 | Awaiting Payment | Invoices that are fully approved but not yet paid. Work tickets do not appear here, because they are not paid directly. The amount on the tile is the total approved and outstanding. | Nothing. |
5 | Paid Recently (Past 14 days) | Invoices paid within the past 14 days, with the payment method, reference number, and payment date. | For payments older than 14 days, go to All Invoices. |
Good to know
• The columns in each grid suit the stage you selected. Needs Attention shows the date of the rejection; Paid Recently shows how each invoice was paid, the payment reference number, and the payment date.
• Each grid shows five rows per page. Use the Items per page selector to show more.
• Paid Recently covers the past 14 days. For older payments, go to All Invoices.