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  1. WORKTERRA
  2. WT-8357

Invoice Management Enhancement - Add invoice summary

    Details

    • Type: Enhancement
    • Status: Production Complete
    • Priority: Medium
    • Resolution: Done
    • Affects Version/s: None
    • Fix Version/s: None
    • Component/s: BenAdmin
    • Labels:
      None
    • Module:
      BenAdmin - Report
    • Reported by:
      Support
    • Item State:
      Production Complete - Closed
    • Sprint:
      WT Sprint 25, WT Sprint 27
    • Severity:
      Simple

      Description

      Would it be possible to add the invoice summary below to the "view finalized invoice" section

        Attachments

        1. image-2017-02-08-11-17-25-862.png
          image-2017-02-08-11-17-25-862.png
          61 kB
        2. image-2017-02-08-11-17-47-749.png
          image-2017-02-08-11-17-47-749.png
          13 kB
        3. InvoiceSummary.png
          InvoiceSummary.png
          49 kB
        4. WT-8357.docx
          19 kB

          Issue Links

            Activity

            Hide
            dkulling Debbie Kulling added a comment -

            I had a call with BCC today and the example above is correct. It is ok that there may be many rows on the summary due to adjustments. The summary should have a total for each benefit type.

            It is ok that the volume would be blank for non volume based benefits. But please remember the volume need to represent the amount that the rate is based on. Either coverage or covered payroll

            Show
            dkulling Debbie Kulling added a comment - I had a call with BCC today and the example above is correct. It is ok that there may be many rows on the summary due to adjustments. The summary should have a total for each benefit type. It is ok that the volume would be blank for non volume based benefits. But please remember the volume need to represent the amount that the rate is based on. Either coverage or covered payroll
            Hide
            satyap Satya added a comment -

            Mentioned change request has been taken in JIRA ticket: WT-9293.

            Venkatesh Pujari: Please make this ticket ready for production, when related ticket is deployed & tested till stage.

            Regards,
            Satya Prakash

            Cc: Prasanna Karlekar Vijay Siddha Rakesh Roy

            Show
            satyap Satya added a comment - Mentioned change request has been taken in JIRA ticket: WT-9293 . Venkatesh Pujari : Please make this ticket ready for production, when related ticket is deployed & tested till stage. Regards, Satya Prakash Cc: Prasanna Karlekar Vijay Siddha Rakesh Roy
            Hide
            dkulling Debbie Kulling added a comment -

            Can we test this on stage

            Show
            dkulling Debbie Kulling added a comment - Can we test this on stage
            Hide
            lalit.kumar Lalit Kumar (Inactive) added a comment -

            Hello Debbie Kulling,

            The format shown above for billing summary was later modified after discussion. A separate ticket WT-9293 is created for the latest format. The ticket Wt-9293 is still under development. Team is also awaiting your response on a query posted there.

            Regards,
            Lalit

            CC: Prasanna Karlekar,Jyoti Agrawal,Rakesh Roy,Satya

            Show
            lalit.kumar Lalit Kumar (Inactive) added a comment - Hello Debbie Kulling , The format shown above for billing summary was later modified after discussion. A separate ticket WT-9293 is created for the latest format. The ticket Wt-9293 is still under development. Team is also awaiting your response on a query posted there. Regards, Lalit CC: Prasanna Karlekar , Jyoti Agrawal , Rakesh Roy , Satya
            Hide
            venkatesh.pujari Venkatesh Pujari (Inactive) added a comment -

            Hi Debbie Kulling,

            This has been deployed on stage and production. Also QA testing is complete. Please could you verify and close the ticket.

            Thanks,
            Venkatesh

            Show
            venkatesh.pujari Venkatesh Pujari (Inactive) added a comment - Hi Debbie Kulling , This has been deployed on stage and production. Also QA testing is complete. Please could you verify and close the ticket. Thanks, Venkatesh

              People

              Assignee:
              dkulling Debbie Kulling
              Reporter:
              dkulling Debbie Kulling
              Account Executive:
              Debbie Kulling
              Developer:
              Jyoti Agrawal (Inactive)
              QA:
              Venkatesh Pujari (Inactive)
              Votes:
              0 Vote for this issue
              Watchers:
              5 Start watching this issue

                Dates

                Created:
                Updated:
                Resolved:

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