Best Practices Overview

Best practices in your Time & Billing system are generally best practices for eBillingHub. eBillingHub can also enhance your best practices by providing tools to ensure that your electronic invoices are submitted on time, rejected invoices addressed, and the proper collections action is taken on unpaid invoices.

The following are recommended best practices for eBillingHub functions:

• Regularly review invoices in Received, Hold, or Rejected status to ensure that the proper action is taken. For more information, see the following topics:
• Invoice Statuses
• Active Invoices
• Update Invoice Status
• Correct Rejected Invoices
• Resubmit a Rejected Invoice
• Update Invoice Status for invoices that have been manually uploaded to the ebilling vendor on the same day that they were sent to the vendor. This will ensure that the correct submission date is used for A/R tracking.
• Regularly review invoices in ebilled status that remain in Active Invoices longer than the time a client normally takes to pay an invoice. The collections reports can assist with this task. For more information, see the eBillingHub Reports Manual.
• Use Profile Emails to regularly review incoming unprofiled emails to ensure that the correct staff is informed of any required actions for an invoice.
• Use the Billing Progress Report at least monthly to check for invoices in your time and billing system that have not been submitted. For more information, see the eBillingHub Reports Manual.