Purpose
The purpose of this Quick Reference Guide (QRG) is to provide a step-by-step explanation on how to Approve Invoice Adjustments in the North Carolina Financial System (NCFS).
Introduction and Overview
This QRG covers how to Approve Invoice Adjustments in NCFS.
Approve Invoice Adjustments
To Approve Invoice Adjustment, please follow the steps below. There are 10 steps to complete this process.
Step 1. Log in to the NCFS portal with your credentials to access the system.
Step 2. On the Home page, click the Receivables tab and click the Billing app.
Step 3. On the Billing page, click the Tasks icon and click Manage Transactions.
Step 4. On the Manage Transactions page, enter the Transaction Number and click the Search button.
In this example, we choose 27001.
Step 5. The Manage Transactions page opens. On the Manage Transactions page, click the Actions drop-down choice list and click the Manage Adjustments option.
Step 6. On the Manage Adjustments page, click the Create icon to make an addition.
Step 7. The Create Adjustment pop-up appears. Enter the relevant information and click the Submit button.
In this example, we choose:
- Receivables Activity: 2500 NC Penalty Charges
- Adjustment Type: Charges Adjustments
- Adjustment Amount: 50
- Adjustment Reason: Charges
Step 8. The Information pop-up appears. Click the OK button.
Step 9. Invoice Adjustment is auto approved in NCFS; hence Adjustment status is Approved. Click the Done button.
Step 10. On the Manage Transactions page, click the Done button.
Wrap-Up
Invoice Adjustments are auto approved in NCFS. User needs approval limits defined for adjustments and any adjustment created by the user will be auto approved as shown in above steps.
Additional Resources
- Instructor Led-Trainings (ILT)