Manual Review can be used to review statements before they are published to Mabdeck and sent out to the residents. We would recommend enabling this!
You may want to check a small percentage of statements after they have generated to ensure that there are no obvious errors. For example, checking that there are no excessive charges or negative gross amounts.
When manual review is enabled, statements which generate will appear here. They will remain in Manual Review until they have been approved or rejected.
Approving Statements from Manual Review
Click the statements tab on the left of the screen, then click on the Manual Review icon. You'll be able to see a list of all statements which have generated, and are ready to review.
Click the PDF icon on a statement to view if. This will give you the opportunity to check that the statement has rendered correctly, and that the charges generally look correct. We'd recommend reviewing only a small percentage of statements to check that they have generated correctly. You can click the headers on the statements table to order the statements by Gross Amount, to make sure that no statements have generated for excessive or insufficient usage.
Click the check box next to statements which you would like to approve, then click the approve button at the top of the screen.
You have the option to add a note to the statement, to provide details on why it is being approved. Click Confirm to complete the approval process and accept the statement.
Statements which are approved from manual review will move to the View & Download page to be downloaded. For statements where the resident has set up their online consumer dashboard account, you won't need to print the statement, this will be published to the account automatically once approved from Manual Review. For more information on how this works, check out our article on the E-Billing Process.
Rejecting a statement from manual review
From the Manual Review page, select the statements which need to be rejected and click the reject button at the top of the screen. You have the option to add a note to the statement, to provide details on why it is being rejected. Click Confirm to complete the rejection process and delete the statement.
Statements which are rejected will be removed from manual review, and deleted from Mabdeck. If you require the statement after it has been rejected, this will need to be regenerated.
Enabling or Disabling Manual Review
Manual Review can be activated from the Network section of the System Configuration page. Search for the network where you would like to enable manual review, and click the edit cog next to the network name.
Select whether to enable or disable Manual Review, then click Edit Network to save your changes.
Once you have approved statements from manual review, you can download statements so they can be sent to print. For information on how to do this check out our help article!
If you have rejected the statements, they will need to be regenerated before they can be reviewed again. You can find information on how to do this on our Generating Statements help article.