Deployments will be Auto Marked Invoice Not Required
Conferma Pay will ‘Auto-Mark Deployments as Invoice Not Required’ once a both a transaction and a document is associated to the deployment. This removes the manual action required in SNAP to mark a transaction ‘reconciled’. This process operates once daily and relies upon both a transaction and a document being associated to the deployment. If the transaction is received later in the day then the deployment will display in the invoice reminder list and will not be marked as invoice not required until the process is run the following morning.
Because transactions are auto reconciled once the transaction and document are received - this will remove the associated deployment from the invoice reminder list. This will provide you with an accurate list of transactions that need to be ‘chased’ via an invoice reminder communication.
SNAP Auto Invoice Chasing (Automatic Invoice Reminders)
Once a transaction is received the automated process will wait 1 day for a document to be attached to the associated deployment. If the deployment is not marked as ‘Invoice not required’ , subsequent auto chasing for a receipt will begin once daily for up to 5 days via the sending of an ‘Invoice Reminder’. The auto chasing process is also scheduled to operate once daily.
One other thing to be mindful of is that auto marking as invoice not required also blocks the adding of a manual breakdown of spend (invoice line items) – this feature should not be activated if you are using SNAP to report on breakdown of spend.
To request activation of Automatic Invoice Chasing - you will need to submit a request via the Conferma Helpdesk with a ticket subject line of ‘SNAP - Auto Mark Deployments Invoice Not Required’ . Please include the name of the card pool that this is required for in the ticket description.