Committed (Direct Hire Billing)

The Committed tab in the Direct Hire Billing screen lists all the processes that have been successfully updated or are in the process of being updated.

  • You can search for specific updated process from the list by entering a keyword in the 'Search' box; the processes matching the keyword across any attributes presented in the columns will be displayed. For example, to view processes belonging to a specific Corporation, enter the corporation name in the Search box.
  • You can select/deselect all the process listed in a page by selecting the checkbox on the top left of the grid, or select multiple processes from the list by clicking on them individually.
  • You can choose to sort records on all columns by clicking the icon.
  • To expand a record and view details, click the icon corresponding to the Process ID.

The following actions can be performed from individual records:

  • View Process Items: Click View Process Items to go to the Process entity page. You can also access the Process entity page by clicking the Process ID.
  • Reprint: Click Reprint if you wish to print the invoice(s) again. By default the entire range of invoices associated to the process is displayed. However, you can enter the invoice range you wish to reprint.
  • Resend: Click Resend to resend the invoices. A success message is displayed if the email is sent successfully.

You can also Reprint and Resend Invoices using the Reprint and  Resend buttons available on the top left of the process list grid.

Reprint

To reprint invoices associated to a process:

  1. Select an updated process from the list and click Reprint . The Reprint window displays.

    You cannot perform this workflow if you have selected multiple processes.

  2. The Corporation and Process ID defaults from the selection.
  3. Click inside the Company Selection field to lookup for companies.
  4. Specify the Invoice Number range you wish to print.
  5. Click on the Include Invoices to be Emailed toggle switch to include the invoices to be emailed. This is set to 'YES' by default, but once changed, retains the selection across sessions.
  6. Click Reprint to print the invoices specified.

Resend

The Resend workflow resends the invoices associated with the process(es).

You can select one or multiple processes (of the same Corporation) and click the Resend button to email the associated invoices. A success message is displayed if the email is sent successfully.

However, if you do not select any record from the list and click the Resend button, the Resend window displays.

  1. Select a Corporation in the drop-down list. Based on your selection, the associated process id's will be listed in the Process ID Selection field.
  2. Select the Process ID(s). You can select multiple process id's belonging to the corporation selected.
  3. Click Resend. The invoices associated with the selected process are emailed. A success message is displayed if the email is sent successfully.