Invoice Approvals

One of the main features of the Self Manager app is providing our participants with the control to review invoices that are sent to Manage It on your behalf by suppliers of products and services. This allows you to ensure that only legitimate and applicable invoices are paid from your plan and gives you more certainty that your plan funding is going to the right places.

If enabled, invoices will be sent to you after review by your plan manager at Manage It, as your plan manager will be able to catch a lot of invalid invoices in advance.

By default, this feature is disabled in order to keep the same experience you have always had with Manage It plan management, but can be enabled through the Self Manager app.

#Enabling invoice approvals

From the home screen, you may press the My Invoices button and then click the Eye icon on the top right of the My Invoices page to check and modify your invoice approval declaration.

You may declare one of three options with regards to invoice approvals:

• Review all invoices: If this declaration is enabled, all invoices sent to Manage It and approved by the plan manager will then be forwarded to you on the Self Manager app for final approval. While this may put a burden on you to approve every invoice, it means that every invoice that deducts funds from your plan has been sighted by you first.

• Review some invoices: If this declaration is enabled, you can opt to only review the invoices from selected suppliers. This means less work for you to approve invoices, and allows you to audit invoices from one or more suppliers. You will need to provide an ABN for each supplier you wish to review invoices for.

• Don't review invoices: If this declaration is enabled (by default, this will be enabled), your plan manager will be sole person approving or declining invoices on your behalf. You may select this if you don't need to review invoices first before paying them out of your plan.

Once you select a declaration, press the Save changes button at the bottom of the app to immediately save your preference for invoice reviews. Any invoices from that point on will be sent to your device for approval or not based on your selected declaration above.

Note: If you enable Invoice Reviews, you will be asked if you wish to enable notifications from the app as well. It is a good idea to enable these notifications so you are alerted immediately when an invoice is received. This ensures that the invoice will be processed promptly. If you do not enable notifications, you will need to use the app regularly to see the number of invoices that are awaiting your approval.

#Reviewing invoices

Once Manage It receives an invoices on your behalf, and approves it on their side, it is sent to you for review if you have enabled Invoice Approvals. You will receive a notification from the app (if allowed) indicating to you that a supplier has sent a new invoice.

Tapping on this notification will take you immediately to the invoice to review and approve or decline the review.

If you do not have notifications enabled, you may review the number of invoices for review on the home screen and review the list of invoices for review in the My invoices screen.

When reviewing an invoice, you will be shown the invoice itself (as a PDF document) and asked to either Approve the invoice, or Decline the invoice. Pressing the Approve button will release the invoice and allow the Plan Manager to proceed to claim and process the invoice. If you wish to decline an invoice, you will be asked to provide a reason. Please note that the Plan Manager will be able to see this reason, and may need to follow up with you directly in certain circumstances.