Processing Needs Attention

The Invoice Reconciler automates as much as possible for its customers, but there is still one thing that users must do to maintain data integrity:  process the "Needs Attention" transactions on the Remittance page.  

The goal is to reduce the "Needs Attention" quantity to zero.  Given it's importance, we've positioned it at the top of the Remittance page.  You can click on the filter just to the right side of "Needs Attention" to quickly see the list.

Needs Attention

There are two statuses that require your attention:

• Pending - refers to unprocessed adjustments, cancellations and unapplied payments
  • For pending adjustments, follow these steps:
  • Check the box on the corresponding row within the Invoice Reconciler to view our drop-down menu
  • Select the action you'd like to take
    • Cancel Inventory - cancels the line item.  Canceling inventory also processes a vendor return which means that the inventory is not in stock anymore.
    • Remove Inventory - deletes the line item and returns the tickets into inventory.  This selection completely removes the tickets from the invoice.  
    • Adjust Invoice - processes pricing updates, penalties, etc.  You can select where you want the adjustment to be made, either in the line item or in Other Costs and Credits.
    • Mark Complete - marks the transaction as complete within the Invoice Reconciler.  No action is reflected within SkyBox.
    • Apply Payment - applies payments to corresponding Invoice ID in SkyBox
  • Press Submit

  Note:  Multiple rows can be processed at once.

• Not Found - refers to transactions that couldn't be matched to a corresponding invoice in the POS
  • For Not Found transactions, follow these steps:
  • Find the correct Invoice ID in the POS.  The POS Invoice ID should be in the External Reference field within the POS.  That's the easiest way to search for the transaction.
  • Click on the Match icon 
  • Insert the correct POS Invoice ID in the text field
  • Press Submit

At this point, adjustments and cancellations will be placed into a Pending status (see above).  Please see the those steps to finish processing.