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Description: In this topic, the user will learn how to use the payback rebill feature for dollar-based service codes. Payback rebill is a process that automatically re-allocates an overtime punch, so it falls on the correct date of service within a pay period when billing is processed. This is an automated system occurrence that completes after a punch is processed in a billing batch. The payback rebill process only applies to dollar-based service codes.
Role Required: Super User
Permission Required: Funding Source Admin
Mode: FI
Payback Rebill Example
A late punch was made, or an existing punch was edited after the pay week ended and punches were paid out and billed.
The punch was entered on a Tuesday creating 42 hours worked for the week. It was submitted, flows through payroll, and acquires the overtime.
Payroll is processed and the reconcile file is submitted
The new punches are added to the billing batch and processed
The system checks the pay week of the punch(s) and determines if overtime needs to be reallocated to a different date of service. If so, the system includes previously billed entries and updates the billable amount to correctly reflect overtime.
After the billing batch is processed, all entries included in payback rebill will have the same rollup ID.
Enable Payback Rebill
Log in with appropriate profile
Select Settings from the main menu
Select Funding Sources from the submenu
Use the filters to search for the funding source and click Search
Click anywhere in the funding source row to open the details page
Use the filters in the service codes tab to search for the desired service code and click Search
Click anywhere in the service code row to open the details page
Click Actions
Select Edit Service Code from the drop-down menu
In the Edit Service Code form wizard, click the blue plus sign (+) to expand Payroll Details.
Locate the Payback/Rebill field and click Yes
Click Save and Yes to confirm
See attachment for a full admin guide on Payback Rebill.
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