Admin: Invoice Reconciliation

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Invoice Reconciliation

Under the Admin tab and the Invoice Reconciliation page, you can input invoices issued from Agencies for Shifts filled by those Agencies.
You will then be able to reconcile Shortfalls directed to the Agency via ShiftMatch with the items listed by the Agency on their invoice.

1. To add a new invoice from an Agency, click on Add New Invoice
2. Choose the correct Agency from the dropdown menu
3. Add in the details of the Invoice Number, Invoice Date and Invoice Amount
4. Click “Add New Invoice” button
5. Nominate the From Date and To Date relevant to the invoice
6. Click on “Import Shortfalls” button
7. Any matching Shortfalls filled by the nominated Agency will be listed and may be reconciled against the invoice.

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