This article highlights the features updates made to the Brevity Plan Management Module as part of our August 2023 update.
Invoice Processing Screen Enhancements
We have made several enhancements to the invoice processing screen within the Plan Management module:
OCR for Word and Excel invoices
Provider Notifications when processing invoices
Bank account check when processing invoices validates provider bank details on record against those on the provider invoice
Date range option to line item list when processing invoices
Duplicate line item option when processing invoices
Option to move invoices between batches
Watch the video below for more.
ABA Format
An option has been added that allows the format of the ABA export to be summarised by provider invoice rather than by provider. When this option enabled the provider invoice number will be used as the payment reference.
This can be updated via the Plan Mangement preference settings on the organisation record.
Force Invoice Approval via Email
A new option has been added to the client profile that forces invoice approval emails to the sent by email. If the mobile app login is enabled for the client the system sends approval via push notification. This setting allows this default behavior to be overridden.
Send Invoice Payment Notifications to Client
New option added to the client profile that allows notifications to be sent when payments are made to their providers. This will follow the same sending rules as the invoice approval notifications and will be sent when remittances are sent.
