Categorized in: 

Better with Technology: Billing Automation Phase 3 initiative delivers efficiencies

The Billing Automation initiative allows Grants billing teams across CU to send invoices to sponsors from within PeopleSoft at the touch of a button – saving billing teams a significant amount of time per invoice.

Prior to the recent Phase 3 completion, sponsors that required the Grants billers to send supporting documents along with the Invoice PDF were not eligible for Billing Automation, which required invoices to be sent to sponsors via email.

New Phase 3 features: 

  • Allows supporting financial detail to be included in e-Bill via an on/off style check box in PeopleSoft.
  • Allows supplemental documents, such as scanned travel receipts, to be included in the e-Bill.
  • If these documents are in PDF format, they will be merged with the Invoice PDF as pages 2, 3, 4, etc. 
  • If they are not in PDF format, they will be included as additional attachments in the e-Bill.
  • Invoice PDF images are stored within PeopleSoft in multiple locations for easy retrieval.

To date, over 3,000 invoices has been sent with this new tool.

Add new comment