In order to amend a service receipt that has incorrect units, rate changes, VAT inclusion, or other adjustments, please review the below steps, depending on the status the receipt is in.
Before proceeding, ensure that the 'Actions' button is available. If it is not, check for potential issues such as ended service agreements or role-based permissions.
Rejected receipts may also impact the availability of the 'Actions' button, as the system might restrict certain functionalities until corrections are made.
For example, the Actions button might not be available if the service agreement has expired, if there are system restrictions, or if the user lacks the necessary permissions.
Only users with admin rights on their company account can perform certain actions, such as using the 'Request Adjustment' option. If you lack these permissions, consult an authorised user within your organisation.
Approved status
If your service receipt is in approved status, follow these simple steps:
Navigate to the service receipt you need to amend.
Click Actions, then click Unsubmit.
Input a reason and comment for why you’re un-submitting, then click Save.
Click Actions, then click Edit.
To submit the service receipt, click Actions, then click Re-submit.
Invoiced status
If your service receipt is in invoiced status, you can address discrepancies or updates, such as adjustments due to uplifts or modifications effective from a specific date by following these simple steps:
Navigate to the service receipt you need to amend.
Click Actions, then click Request Adjustment.
Enter the correct information and it will add or remove the correct amount accordingly.
📌Note: If you don’t have the request adjustment option, please contact the local authority or council.
The Request Adjustment option may not be available if the receipt has already been adjusted, if the service agreement has ended, or if the system permits only one adjustment from the provider’s side. Further changes must be initiated by the local authority.
Further to the above, if you do not agree with the rate, you will need to contact the local authority or council.
Additionally, if the rate line on an invoice is incorrect or hasn’t been increased as expected, contact the local authority to submit the adjustment through the DA process. Once raised, the correction can be processed.
To minimise the chances of service receipt rejections, always double-check the units entered, review the receipt thoroughly before submission, and ensure alignment with the service agreement terms.