The Billing Center, divided into Reconciliation and Invoice sections, has several tools to assist you in keeping track of payments, invoices and discrepancies.
Reconciliation
Reconciliation Tracker
The Reconciliation Tracker is where you can monitor the accuracy of invoices and the completion of workorders. The tracker compares Non-Recurring Charges (e.g. installation charges) on invoices to workorders to make sure that workorder charges are reflected properly on the loaded invoices. By using this tracker, you can better manage the completion of workorders and avoid missed payments and overcharges.
You can:
- Update Reconciliation Status.
- Add a reception number or note to an invoice.
- View reconciliation history.
Note: You must enter an Expected 1st Invoice Period date when creating or editing a workorder for the Reconciliation Tracker to work.
Discrepancies Tracker
The Discrepancy Tracker is where you can view and manage your billing error information and helps you identify potential cost savings. Billing discrepancies occur when the Monthly and Options charges from the invoice do not match the Inventory charges defined in Cimpl.
Here, you can view the grouped discrepancies to identify reoccurring issues, assign reasons/comments and use the information to dispute/resolve the discrepancy.
- Filter through discrepancy date.
- Add a comment to or ignore a discrepancy.
- Perform a Re-rerun analysis to confirm that inventory adjustment have been properly applied.
Dispute Management
The Dispute Management is where you can keep track and manage your disputes. Create and edit disputes, associate discrepancies to disputes, view claim details, send disputes to your providers to resolve them and input their response directly in our platform to keep track of its status progression.
You can:
- Search for and filter through different disputes.
- Create disputes.
- Edit or cancel existing disputes.
- Add Discrepancies to existing disputes.
Invoices
User Statement Disputes
See all user statement disputes made by you and your employees.
You can:
- Filter and search user statement disputes.
- View user statement disputes history.
- Resolve a user statement dispute.
Payment Readiness
Payment Readiness is where Providers are set up to be available for payment follow up. This feature allows you to keep track of your billing accounts and associated invoices. You can specify if the payments should be fully or partially authorized or even held.
You can:
- Filter and search through payment records.
- Confirm a payment record.
- Set the payment status to Hold.
- View the history for a payment in the Activity tab.
Note: If no provider has been set for payment, a message displays inviting you to contact Cimpl to make the necessary arrangement. Also, if a provider has been set up for compatibility with Payment tracking but the mapping of the billing account is not yet completed, a warning message displays. In such cases, please contact Cimpl for a status update on the progress of the mapping. See List of Providers Compatible with Payment Readiness.
Account Payable
Account Payable files are a customized item in Cimpl done for each client. It is best practice to use Cimpl to generate your AP file since Cimpl has current inventory, invoice and HR data which is reconciled automatically each month.
Contact cimpl-support@uplandsoftware.com for more information.
AP Posting
The AP Posting module is where you can generate your accounts payable file. Since Cimpl has your current inventory, invoice and HR data which is reconciled automatically each month, AP Posting can help you tackle another component of your billing life cycle. The module is highly configurable and requires evaluation from Cimpl to set up. If you are interested in using the AP Posting module, contact cimpl-support@uplandsoftware.com to begin the process.
You can:
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Generate an AP file.