Rostery

AI across Rostery

Checking an invoice

Invoices → Actions → AI invoice check6 steps
Written by Fahid Safdar, Founder & Product, Rostery · Checked

An AI check of one of your invoices before it is claimed. It compares each line with the shift and timesheet behind it, looking for the problems that get a claim rejected or queried. It is advisory: the claim rules still decide.

Step by step

  1. 1

    Open Invoices and find the invoice you want to check.

  2. 2

    Open its actions menu and choose AI invoice check. It looks at the lines for the things that get a claim rejected.

  3. 3

    Read what it raises, then let the claim rules have the final say: exporting the PRODA CSV refuses any line that cannot be claimed and lists why.

  4. 4

    It checks that billed hours match the approved timesheet, the timesheet is approved, the service date matches the shift, the support item number looks right, each line total adds up, and no cancelled shift is billed as a normal service.

  5. 5

    The result shows an Overall risk of None, Low, Medium or High, a short summary, and each issue with its severity.

  6. 6

    Fix the line, shift or timesheet it points to, then run the check again.

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