Like payments, sharedo has a specialist work type design 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.
Figure 20 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 the sharedo modeller as you see fit.
CONFIGURING 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
Broadly 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 |
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Details This configuration enables you to provide top level information concerning this transaction item type. |
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Display Settings Via the display settings you can specify
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Quantity Settings Through the Quantity settings you can specify
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Tax Settings Through the Tax settings you can specify
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A transaction item type “wraps” all of this different configuration into a number of item types that can then be configured against individual cases.
CONFIGURING INVOICE DATA CAPTURE
The data capture behaviour for your payment is configured within the Payment details aspect for your specific Payment work type.
And will require the configuration of specific Payment Aspects including
Figure 19 Configuring data capture for a payment work type
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
CONFIGURING 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.
CONFIGURING PORTAL WIDGETS FOR PAYMENTS
BUDGET STATUS
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 |
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Budget Structure Filter Using this filter setting you can configure
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PAYMENT SUMMARY WIDGET
TBC