Invoice Creation Warning and Alert Messages explained
Remaining Funds Exceeded
If the Line Item Total field exceeds the Remaining funds for the Plan Category selected, the system will not allow you to proceed to create the invoice and an error message will be displayed.
Remaining Hours Exceeded
if the Quantity or Hours entered exceeds the Remaining Hours for the Plan Category selected, the system will issue a warning message as per below screenshot, but you will still able to proceed to create the Invoice.
Rate Entered Exceeds Rate found in NDIS Price Guide
The
system will display a warning if you enter a Rate that is higher than
the current NDIS Price Guide rate loaded into Careview. You can still
proceed to create the invoice, only if you have Enabled entered rates to exceed service rates under Plan Management Settings.
Duplicate Invoice
When creating an invoice or editing an existing invoice, dependent on the Duplicate Invoice Check Setting chosen, a warning message will display where the system has found a Duplicate Invoice.
Duplicate Line Items
Existing Delivered Service for Chosen Service Provider and Delivered Date or Date Range
Validation will check (where enabled) and warn a user where any invoices already exist for the Service Provider with the same delivered date or coinciding delivered date range. The user will be presented with a Warning dialogue screen (as per example below) that will list all Invoices found, with a link to open the invoices in a new browser tab.Related Articles
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