SmartPay - Using Applications & Invoices Tabs (Draft)

Introduction

This article offers information on how to use the Applications and invoices tabs available on Smart Pay dashboard. This article is designed for clients. 

Overview

When clicking through the applications, this gives you the ability to:

• View all open applications
• Review historical applications
• View pending, approved or rejected applications 

Using Filters

If you are aware of the name, payroll number, or application ID, you can quickly search for a particular application using the following filter.  

Other quick filter options include application status and identifier.  

Advanced Filters

Applications can also be searched by selecting a specific product or payroll. 

Historical Applications  

If you have a historical application which you would like to review, you could do this by setting the parameters for Application date, Cancellation date, dispatched or Approved date.  

Once you select the parameters, click on the Apply Filter button. This will bring up the following application data: 

You can also export all the applications or the filtered list, click on Export Applications to start the export. 

Approve Applications

It is possible to approve multiple applications by using the select all pending on this page option. It will select all the unactioned or unapproved applications ready to be actioned.  

You can view details of the specific applications by clicking on View Details. Details include employee name, ID, DOB, products applied for, as well as application ID, application date, amount they are applying for, and the application status.  

From here, you can approve, reject, or delete the application entirely. You are able to view further details on the selected application including cost to employee and deduction period.  

It is also possible to view the previous signature done when the member initially made the application. 

Invoicing

Please note that not all the products use the invoicing function, it is product specific and this information will be included in your product guides. 

From the Invoices tab, you are able to view Orders, Invoices, and Credit Notes.

You have the ability to search invoices or orders by document number as well as payroll, status, and product. Date options are also available, click on Apply filters to view. 

You can also export the list if you wish to have it in Excel format. When reviewing invoices, you can flag and review any errors. Or view extra information regarding product, total amount, and status.  

This works similar with credit notes, allowing you to search for related invoices, payroll, or status. 

Getting Help

If you need to contact support at any point, you can click on the chat button and enter your message. This will introduce you to help desk colleagues who will be available to provide assistance. Alternatively, you can email client.support@rewardgateway.com