Billing Discrepancies Reports

These are reports that clearly show discrepancies between what you have been charged and what you have used. Billing discrepancies should be viewed monthly, when the invoices are loaded in the application.

Description: Lists all of the services whose monthly and option costs are different from those defined by the services’ contracts. The Billing Errors Report compares fixed costs, i.e. the monthly rate plan and its cost assigned to each service in the Cimpl inventory, to the monthly rate plan & cost charged by the provider. It also compares the options cost assigned to services in the Cimpl inventory to what was charged by the provider in a particular month.

Cimpl’s billing errors reports are grouped in a way to better manage these discrepancies. All services with the same differences in Monthly Charges and Options Charges are grouped together. You can safely assume the services with the same differences will most probably have the same error.

Benefit: Helps you identify potential cost savings by reporting erroneous amounts based on the contracts assigned to your services.

How to correct these:

  1. Extract the file to Excel.

    Tip: Extract the report in "Expanded" format to easily work with the groupings.

  2. Working on one grouping at a time, identify what the cause is for the difference in charges (you may want to refer to the invoice details for this).
  3. Adjust the inventory item(s) accordingly. If you find there are cost discrepancies on the provider side, contact the provider to address these and receive a credit if applicable.
  4. Compare discrepancies from current month to the last month. If the same service and discrepancy occurs, no need to re-investigate (although a follow-up with the provider may be required).

In order to remove all corrected discrepancies from your reports, refer to Re-run an Analysis.

Roles: MACD, Administrator.

Description: Lists all of the services that found on your invoice but not in your inventory. Validate each line to ensure it is supposed to be on the provider’s invoice for that month. If it is, then it needs to be created in the inventory.

Benefit: Helps you quickly identify if you need to add missing services to your inventory or to inform your carrier that it needs to stop invoicing particular items.

Potential Causes:

  • Cimpl’s inventory was not updated with the new service.
  • The provider was contacted directly to request a new service.
  • An error on the provider’s side – the service does not belong to your company.
  • A disconnected service is still being billed by the provider.

  • The Service ID could not be found because the service Id was entered into Cimpl in the incorrect format.

  • Example: Correct: 5141234567. Incorrect: (514)123-4567

How to address the Not on Inventory:

  1. Validate each line to ensure it should be in your inventory.
  2. Create the line in your Cimpl inventory, ensuring to complete all required information. OR dispute the error with the provider.
  3. Compare discrepancies from current month to the last month. If the same service and discrepancy occurs, no need to re-investigate (although a follow-up may be required).

Roles: MACD, Administrator.

Description: Lists all of the services found in your inventory but not in your invoice.

Benefit: Helps you quickly identify non-invoiced services and maintain your inventory accuracy.

Potential causes:

  • The provider was contacted directly to request the cancellation of the service.
  • The provider omitted the line from the billing.
  • A new service has just been added into Cimpl and billing has not yet come through.

  • The Service ID could not be found because the service Id was entered into Cimpl in the incorrect format.

    Example: Correct: 5141234567. Incorrect: (514)123-4567

How to address the issue:

  1. Extract the report into Excel.
  2. Look up each service from the Excel file in your inventory.
  3. You may need to disconnect the service (note: a work order does not need to be created because the billing on this service has already stopped).

Note: The report shows the last billing date. You may also check the service in the inventory - in the "Compared Costs and Usage," you will notice the billing has stopped when the "Your average" line no longer displays anything. Compare discrepancies from current month to the last month. If the same service and discrepancy occurs, no need to re-investigate (although a follow-up may be required).

Roles: MACD, Administrator.

Description: Highlights all of the services found in your inventory that is not assigned to contracts.

Benefit: Helps you maintain inventory accuracy and identify billing errors for potential cost savings, credits or refunds. If the service has no contract assigned, Cimpl won't validate billing errors in the Billings Error Report where monthly charges and options charges are compared against each other.

Tip: When adding a service to your inventory, you must always select a contract or plan.

How to correct this:

  1. Extract the report into Excel.
  2. Look up each service from the Excel file in your Inventory.
  3. Edit the service and assign a contract or plan.
  4. Save your changes.

Roles: MACD, Administrator.

Description: Displays the threshold rules in place in your organization and their details.

Benefit: Helps you review rule details and compliance, allowing you to identify users who exceed limits or otherwise violate threshold rules established by your organization.

Roles: MACD, Administrator.