Onit's Appeals function offers clients and vendors a streamlined process for reconciling adjusted fees or expenses. When an invoice is adjusted during the review process, clients can efficiently resolve disputed line items by sending the invoice back to the vendor in BillingPoint for review.
The vendor can then appeal any adjustments in BillingPoint, providing justifications or supporting documentation for their charges, or accept the adjustments and the invoice will continue processing for payment.
This in-depth guide details how to work with the Appeals feature in BillingPoint during the invoice process.
Working with the Appeals Function
1. Once the client sends the invoice back for adjustment (and kicking off the appeals process), you will receive an email notifying you of the adjustment and letting them know how long they have to appeal the invoice.
You will also receive a notification on the invoice directly within your BillingPoint account and a banner on the top of the screen reminding you of the appeals deadline.
2. Vendors will see the line items that have been adjusted at the bottom of their screen.
3. If you are okay with the adjustment, you can simply click on Acknowledge Invoice Adjustment and send it back to the designated next approver on the client side.
4. If you want to file an Appeal, you will first need to fill out a line-item comment on the page detailing the requested change:
5. From there, you can see the details of the appeal at the top of your BillingPoint page; click Appeal to send the information back.
6. After clicking Appeal, you will get a message asking you to confirm that you have completed all appeals via line item comments. This is done to attempt to cut down on as much back-and-forth as possible between parties.
7. From there, the client will see the appeal come up with details provided in the comments. If the client agrees with the appeal, they can remove the adjustment, and the invoice will then go back to the designated first approver for review.
However, if they want to send the invoice back to you, they can add whatever comments necessary in response to their input and send it back for another round of appeals.