Billing
Billing Statements and Invoices
Introduction
An invoice for services provided within UNMC are called "billing statements." Traditional invoices are only sent to core facility customers who are not internal to UNMC.
Core facilities use an automated process for billing that is completed once a month for the previous month. For example, services rendered and billed in May will be processed and posted in SAP in June. All charges are posted directly into SAP based on the cost object provided at the time of service.
The principal investigator being billed for services will receive an email from each core when billing is completed for that month.
Core facilities cannot make billing changes due to a cost object that was incorrectly provided by the customer. Should a charge need to be moved to a different account, contact your department's accounting administrator to initiate a journal transfer.
View/Print Billing Statements
To view or print billing statements or invoices, access the "CORE" tab in the RSS. Under "Billing," select "Billing Statements Dashboard."
The bottom of each billing statement has core-specific contact information if you have questions about the services that were billed.
Show Step-by-Step Details
First, select "Billing Statement Dashboard" from the Core Billing menu.
The Dashboard will load with all statements in which you have either a Billed Faculty, Contact, or Machine Operator role. This may take a moment to load if you have roles in many cores.
Only the most recent 25 statements will load on this initial view. Let the page finish loading before selecting any of the filters.
To ensure that you have loaded all the billing statements, complete any of the filterable fields, "core name", "bill to" or "invoice begin date" and "Search" to load all statements of interest.
Use the page navigation links to move between the displayed pages.
Finally, click "View" to pull up the details of the selected billing statement and generate a PDF version of the billing statement that can be printed, saved, or e-mailed for record keeping.
If you do not see any billing statements, you do not have a role that enables you to see the statements of others.
If you are an administrator managing accounts for departmental faculty please see the Administrators Dashboard page.
Administrator Billing Statement View
Administrator Billing Statement Access
By default, only those with a role in the service may access billing statements. However, there are a number of instances where a lab manager or administrator may need documentation for ledger transactions. This can be accessed through the Administrator Dashboard.
Show Step-by-Step Details
First, Select "Administrator Dashboard" from the Core > Billing menu.
Enter the cost object of interest and a begin date for the query. Click the "Search" button to retrieve billing statements.
This will retrieve all billing statements that have used the cost object irrespective of the Billed faculty or Core.
In the results window, click the view link to open a pdf document which can be printed or download for your records.
If you wish to download a table with the statements you may use the Export to Excel feature.
The export feature will generate an xml table of the results. This feature will not include the detailed statements.
Creating a Favorites Report
If you manage multiple accounts you may find it helpful to create favorites so that your reports are ready to run as needed. Once you've run a report, you may save the result in a favorites list.
Show Step-by-Step Details
You must run the Billing Statements by Cost Object report at least once in order to save the results as a favorite.
If you are satisfied with the results of your search, simply enter a name for your report in the "name this favorite report" field and "save as favorite".
The next time you launch the dashboard you will have the option to "Load" your report. This will populate the required fields and allow you to adjust those as needed, i.e. the next month's dates. You must then use the "Search" button to retrieve the data.
You can also "Delete" a report for a cost object that you no longer monitor.