User interface overview
Overview of the main components of the user interface.
Main processing panel
The main processing panel is where you perform most of the day to day statement processing operations.
The purpose of each of its components are explained in the following screenshot:
Statement filtering
Statement filtering allows you to restrict the list of displayed statements to those of a particular provider, provider unit and/or based on the state of the statements e.g. Reconciled, Not reconciled, Requires action etc.,
The following screenshot
Some examples:
To see all BT statements that have been reconciled choose 'BT' in the provider drop down and 'Reconciled' in the State filter drop down.
To see all statements that have not yet been reconciled choose 'Any' in the provider drop down and 'Not reconciled' in the State filter drop down.
Some examples:
To see all BT statements that have been reconciled choose 'BT' in the provider drop down and 'Reconciled' in the State filter drop down.
To see all statements that have not yet been reconciled choose 'Any' in the provider drop down and 'Not reconciled' in the State filter drop down.
Accounting & Reporting
This panel is where you can perform operations like invoice export and reconciliation.
