Like payments, there is a specialist work type designed to assist you in the management of Invoices and Account Receivable processes. This work type can be configured to assist you in managing invoices for a variety of different types – settlement invoices, fee invoices and so on.

Viewing Invoices within the application:

Each of these can be configured with their own:

• End to end processes including approval and delegated authorities
• Case accounting structures
• Integration with Fees or Service Items

Out of the box Invoices support:

• Due Date calculation and chasing workflows
• Capture of Receipts
• Dedicated finance events to enable seamless integration with backend finance systems – see Application Integration

In addition, like any other work item, you are free to extend this functionality via Modeller as you see fit.

Configure Invoice Transaction Item Types

Invoice Transaction Items refer to the different types of data capture that can be configured against a Invoice and affect the highlight element on the Invoice screen.

There are many different types of data capture that can be achieved including the following “seeded” examples

Your choice depends on the level of detail you want to capture on a Invoice and how much detail you need to send to external systems.

The available settings are as follows

SCREENSHOT	SETTING & DESCRIPTION
	Details This configuration enables you to provide top level information concerning this transaction item type.
	Display Settings Via the display settings you can specify Always on Form – whether the line item always appears on the invoice form Whether you can have multiple instances of this line item on a invoice Whether the account code picker should be shown Whether the description should be shown Whether the amount should be shown
	Quantity Settings Through the Quantity settings you can specify Whether the Quantity should be shown The UOM of measure for the Quantity Any restrictions on the UOM to be shown
	Tax Settings Through the Tax settings you can specify Capture Specifies whether the tax code is enabled/disabled or hidden from users Tax Amount Specifies whether the tax code is enabled/disable or hidden from users

A transaction item type “wraps” all of this different configuration into a number of item types that can then be configured against individual cases.

Configure Invoice Data Capture

The data capture behaviour for your payment is configured within the Payment details aspect for your specific Payment work type.

This requires the configuration of specific Payment Aspects including

This configuration enables you to specify behaviour such as

• The level of detail to which payment transactions that are recorded
  
• Tax behaviour
• Purchase Order details

Configure Invoice Processes

Like all other work types Payments are managed according to a top level Phase Plan.

In common with other work types you can then configure this phase plan for

• Approval Models – Payments can be sent for approval based on financial values or authority limits. The approvals can then be managed within the application like any other request.
• Integration with finance systems – see Integration with Finance Systems
• When transactions are to be posted.

Configure Portal Widgets for Payments

Budget Status widget

The Budget Status widget is often configured on Matter home pages to show a summary across various budgets.

This view is enabled by adding the following widget to your portal definition.

List Views

There is a new list view provider available to create list views from Budget Transactions Log

Like any other list view provider, you can then use this to create a new list view from Modeller > list views

This list view provider provides the following filter options to enable you to provide specific list views

SCREENSHOT	FILTER & DESCRIPTION
	Budget Structure Filter Using this filter setting you can configure  The budget structure you wish to filter by The Position you wish to filter by