Worksheets & Invoices

Here we take a look at worksheets and their relation to invoices

Once providers submit worksheets they can be accessed and approved by managers by going to the Worksheets section under Finances. Here particular worksheets can be found by searching or filtering.

Clicking the worksheet for a particular provider opens up the worksheet page where further details can be seen such as provider name, amount submitted, reference numbers, billing period and additional options to approve, deny or request amendment.

If a manager approves an invoice will be generated in accordance with the organizations chosen billing cycle.

You can find out more about invoices, billing cycles and key dates here.