Advanced Analysis: Do Not Pay or Rollback

Change status to Do Not Pay

The Do Not Pay action is available for every status or error, except for Paid, in Advanced Analysis.

1. Go to Billings Center > Discrepancy Tracker and select the Advanced Analysis tab.

2. Select a Provider. The Advanced Analysis grid opens.

   Note: Providers must have their Advanced Analysis permission configured by Cimpl. To set up this permission contact cimpl-support@uplandsoftware.com. Without this permission configured, Advance Analysis is unavailable.

3. Click the More Options beside the entry you want to update.

4. Select Do Not Pay. The Do Not Pay form opens.

5. Enter a Reason (mandatory).

6. Potential Cost Saving is selected by default.

7. Click Apply. The status is updated to Not Paid.

Rollback the status of a Not Paid entry

The Rollback action is only available on any entry that has the status of Not Paid. The action returns the entry to the previous status before the Do Not Pay action was applied.

1. Click the More Options of a Not Paid entry.

2. Select Rollback. The Rollback form opens.

3. Enter a Reason(mandatory).

4. Potential Cost Saving is selected by default.

5. Click Apply. The status is updated to the previous status.