When a search is done in SAI Global, the search costs will come back into the OWL into either the Disbursements or Recoveries Register (Depending on your settings).
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Before preparing the records for billing, always check your searches to ensure that they are as you expected and have come across to the correct matter. This is difficult to fix after preparing the records for billing.
Disbursements RegisterAnchor Disbursement Disbursement
If your records come into the Disbursement register, you will need to confirm them before they will be available to bill.
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Use the search on the Disbursement Register to find the relevant records by expanding your date range and searching only for draft records.
Bulk Confirm
To Bulk confirm your disbursements, use the selection boxes on the left hand side of the Disbursement Register search to select the records you wish to confirm. You can also scroll down to the very bottom to use the checkbox select all
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Your disbursements will then be confirmed. Update your search on the disbursement register to see their new status and these records are now ready to be billed.
Individual Confirm
To go in and individually confirm the disbursement, click on the reference number and then select confirm.
Anchor Recovery Recovery
Recoveries Register
| Recovery | |
| Recovery |
There are two options for SAI Global searches that come to Wise Owl as draft. You an either bill them as draft or you can bulk submit them to change their status to 'unbilled' and have them come up for billing automatically.
Bulk Submit to Unbilled
To bulk change the status of Recovery records from draft to unbilled, go into the Expense Recovery Register.
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After submitting, you recovery records will be available to bill on a normal invoice.
Invoicing as draft
Draft Recovery Records can be billed without submitting them but are not available by default.
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