Task: Bill Error

daisyBill scrubs all bills assigned an Incomplete status for errors that could prevent payment.

daisyBill generates a Bill Error task and assigns it to the designated Account user when the bill contains erroneous information or required information is missing. Bills associated with this task are assigned an Incomplete status and cannot be submitted until the Bill Error is resolved.

Below are the instructions for how to complete a Bill Error task.

Step 1.  Click ‘Edit Bill’

Navigate to the Bill Error Task by clicking Edit Bill in the Task Bar.

Step 2.  Review the Error Message(s) 

Step 3. Correct the Error(s)

Enter the missing or correct bill information.

Step 4. Click ‘Save’

Clicking Save navigates you back to the Bill page.

Step 5. Task Completed

A green circle with a check mark indicates there are no bill errors. Well done!