Invoices - Presenting Invoices in WorkRecords

This folder contains valuable resources regarding the invoices presented in WorkRecords.

*Presenting Invoices in WorkRecords
WorkRecords enables you to quickly and easily present your Invoices to your customers for any or all approved TimeCards in the system.  Once a TimeCard is a...
Mon, 12 Feb, 2018 at 12:11 PM
FAQ - Why are invoice totals from the WorkRecords presented Invoice slightly different from WorkRecords Views totals?
There are almost always some slight differences in totals between the Invoice (which is an aggregation of total approved TimeCards) and any WorkSegment r...
Tue, 24 Mar, 2015 at 3:54 PM
FAQ - Why are invoices by department no longer necessary? It's what we have always done.
Historically, customers have asked Labor Suppliers to invoice by department, both for reporting purposes and easier reconciliation of the hours worked,and d...
Tue, 24 Mar, 2015 at 3:59 PM
FAQ - How do I email or forward an Invoice to someone after it has been presented in WorkRecords?
Labor Suppliers have the ability to forward Invoices to anyone they desire.  Follow the steps outlined below to send invoices. 1.  On the main menu...
Tue, 24 Mar, 2015 at 4:00 PM
FAQ - Why does WorkRecords say "present invoice" instead of "invoice"?
WorkRecords is the method a Labor Supplier uses to deliver their Invoice to their customer.  In the past, other methods used would have been the US Mail, fa...
Tue, 24 Mar, 2015 at 4:01 PM
FAQ - How can a TimeCard that has already been invoiced be corrected?
Note: Anything listed below that is highlighted in blue and underlined can be clicked on to take you to a QuickGuide, Training Video or additional res...
Tue, 24 Mar, 2015 at 12:20 PM
FAQ - Why am I receiving multiple copies of an invoice?
Note: Anything listed below that is highlighted in blue and underlined can be clicked on to take you to a QuickGuide, Training Video or additiona...
Tue, 24 Mar, 2015 at 4:18 PM
FAQ - What steps should I take to reconcile an invoice from my back office to the WorkRecords invoice
Because WorkRecords is not directly tied to a Labor Supplier's back office system that generates the invoice, from time to time the total of Approved T...
Tue, 24 Mar, 2015 at 4:19 PM
FAQ - Who can receive presented Invoices via email at the Labor Buyer?
There are a number of contacts that can or do receive an email showing a presented invoice.  Below we outline the various contacts and how they receive thei...
Tue, 8 Sep, 2015 at 3:24 PM
FAQ - Why does WorkRecords stress the importance of an invoice being presented in WorkRecords
So, why the emphasis on an invoice being presented in  WorkRecords?   WorkRecords is merely the tool used to get your invoice into the hands of y...
Thu, 10 Nov, 2016 at 5:08 PM