Rejected Billing Items
The billing workflow in the application allows for the modification and resubmission of
rejected billing items. If the client manager does not accept aspects of a billing item
(details), the detail item can be rejected. If rejected, a notification is sent to the
worker, the supplier (for Staffing requests), and the MSP for the
engagement.
Note: Rejected items are different than removed items.
Any rejected items can be modified by the worker as needed. If Approval Routing is used, and the secondary approver (after the item is approved by the line manager), rejects the item, then the item cannot be edited.
The following applies to rejected items:
- If an item is rejected, financial and OT value are recalculated for the remaining items. If the item is resubmitted, the values are recalculated.
- If a PO or budget is configured for the client organization, then the rejected amounts are credited back to the PO or budget.
- If the rejected billing item is a Project request item, then the rejected amounts are credited back to the specific milestone, material, or position line item.
- If Approval Routing is used, and of the rejects item is not resubmitted when the rest of the items are approved, then the rejected item remains in a rejected state.
- Rejected items are only visible in the application, and are not available for reporting, used in any application function, or considered for any calculations.