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Home > Software Solutions > Service Management > Electronic Payment > Features

Features

  • Vendors invoice you electronically using a WorkOasis, easy-to-use invoicing template which includes the following:
    • Line by line invoicing detail for labor, materials, travel, and sub-contractors
    • Ability to calculate sales and use tax with an online utility that is updated monthly
    • Ability to tie contracted labor rates to self-populating labor pricing tables
    • Ability for the vendor to import and export invoice information using Excel or other third party software templates, including QuickBooks
    • Ability to create consolidated invoices with line item detail and approval
  • Customer online invoicing approval:
    • Invoice routing based on dollar thresholds (5 levels)
    • Ability to change invoice type
    • Ability to add or auto-populate accounting codes
    • Ability to add or auto-populate PO numbers
    • Ability to view work order and transaction history
    • Ability to reject / resubmit
    • Ability to post future deduct if needed
    • Ability to communicate internally and externally via notes application
  • Invoicing dashboard for status reporting:
    • Created
    • Received
    • Rejected
    • Approved
    • Sent to a 3rd party
  • Excel conversion / export
  • Option to integrate with third party applications using an easy-to-implement, low cost web-services data exchange
 
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