Streamline Enhancements

Streamline Enhancements

To provide a more user friendly experience and help you remain focused whilst validating your Invoices within Streamline, the following significant changes will be implemented based on the customer feedback provided.

Phase One
  1. The Edit Invoice dialog screen has been converted to its own dedicated web page, which will launch in a new tab.
  2. View the Invoice Details/Line Items side by side with the supplied Invoice.
  3. The Invoice Details and Invoice lines items will be divided into their own dedicated tabs, breaking down the critical information such as the addition of the Provider Bank Details, that you need to check against the Invoice Preview panel.
  4. New Invoice PDF Display Toolbar offering enhanced functions i.e. Resize Invoice Image, Navigate to a certain page.
  5. Open an Invoice in a new browser tab.
  6. Edit Invoice Lock Feature which will prevent multiple users from editing the same invoice.
 
Phase Two
  1. Show a Client Alert - click to show a client alert at any time whilst editing an Invoice.
  2. Remove an Invoice whilst editing an Invoice.
  3. Row Item Numbering.
  4. Sort by Line Item no, Category and Support Item number.

Phase Three

  1. Create, Edit and Clear Service Provider records from within the Edit Invoice screen.
  2. Delete multiple invoice lines.
  3. Clearer display of Warning and Error Messages.

    • Related Articles

    • Streamline FAQs

      Are there additional costs to use Streamline? Yes, Streamline is an additional subscription feature that you can choose to enable. Each invoice created using Streamline is charged at $0.78 (ex GST). In order to enable Streamline in your Careview, ...

    • Streamline AI Model Training Explained

      What is AI? Artificial intelligence, or “AI”, is the ability for a computer to think and learn. With AI, computers can perform tasks that are typically done by people, including processing language, problem-solving and learning. What is the ...

    • Streamline User Guide

      About Streamline Streamline is designed to reduce manual invoice data entry by using Zespy’s AI document intelligence solution to read the invoice information. If the client has the required funding the invoice will be created in the Service Entry ...

    • Adding in Streamline Keywords

      If Invoices are received where no Support Item Code is provided, and Streamline has been unable to identify the support item code, use the following steps to Create the key word matches for each Support Item Code.  The Streamline process will then ...

    • Streamline 2-Way Invoice Validation Checks

      Streamline 2-Way Invoice Validation Checks The Streamline 2-Way ABN / Invoice Validation checks are the latest enhancements in Careview which are focused on improving the Streamline product with invoice validation by identifying discrepancies between ...