07 Jun How will voided and amended invoices be handled for this integration?
For voided invoices:
They will display as (Void) next to the invoice number with a strikethrough of the dollar amount. As the integration is triggered and run overnight, it will inform Workday to update the status of the voided invoices. If payment was applied to an invoice, study teams would follow the current workflow of removing all applied funds to that invoice and voiding to cancel the invoice in OnCore. Once the integration is triggered and run, Workday will adjust the accounting accordingly and return the applied payment back to the study account. This returned fund will be held on account and can be used for other invoices.
For amended invoices:
A new invoice will be created in OnCore. After the invoice is finalized, it will be sent to Workday to be accepted. The old amended invoice will be crossed out in OnCore and adjusted accordingly in Workday.
The Summary Report the CTMS team will be monitoring will show that an invoice has been voided/amended.