Canada Presentations

Billing Request Form/Billing Upload Form 

11-08-2022 12:00 PM

We will review the traditional billing process via Express Bill (workflow, time required per invoice), and the new Billing Request/Billing Upload Form and compare new workflow and time efficiency.

This project was essential to McMaster due to Billing Volume has been increase by 437% since it's initial launch bringing the Volume of 1,260(Fiscal 2019) to 6,770 (Fiscal 2022) and still growing. Given the steadily increase usage of MacBill, more efficient tools are required to collect invoicing information and generate them quickly, especially during high usage periods such as quarterly and annual billing seasons.

The new form allows Billers to process 50 lines of invoice information with almost the same amount of time of processing a single line invoice. This gives the users the option to do batch processing for invoicing for better time efficiency.

The new form can collect invoicing information directly from any requestor that doesn't have billing access, thus allowing a bigger audience to use MacBill.

This form does not retire the existing Express Bill feature, rather it is a tool billers can elect to mass upload invoices with

Attachment(s)
pptx file
Canada Presentation Template_2022 (1).pptx   30.90 MB   1 version
Uploaded - 01-26-2023
xlsm file
Invoice Request Form V22.08.17.xlsm   135 KB   1 version
Uploaded - 01-26-2023

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