Configure Dela for Bills Processing
You can use Dela to automatically review and select newly entered standard, customer product, and project product bills based on historical billing patterns and a defined confidence level.
To configure Dela to assess bills for approval:
Go to the Configure Billing Settings application.
On the Dela Defaults group box, select the Approve Bills checkbox.
Select a Dela Approval Method.
Enter a value in the Dela Confidence Setting field. You can enter a value from 70 to 100. Configure the confidence setting based on the following criteria:
- Low Confidence Level (e.g. 70): Dela will accept matches even if it is not very sure. This might result in more matches, but some could be less similar to the historical data.
- High Confidence Level (e.g. 100): Dela will only accept matches when it is very sure. This might result in fewer matches, but they will closely resemble historical data.
Adjust this setting based on how closely you need the results to match historical data. Higher values mean more similarity, while lower values mean more flexibility in variation.
Click Save.
Invoice Status Updates
After configuration, when a new invoice meets the approval threshold, Costpoint updates the invoice status based on the following:
- If the approval method is Recommend, the invoice status is UNSELECTED.
- If the approval method is Enforce, the invoice status is SELECTED.
You can view the invoice status in Manage Standard Bills, Manage Customer Product Bills, and Manage Project Product Bills, depending on the bill type. Dela’s assessment results are also displayed on the Dela tab of these screens.
Notifications
When a standard bill or project product bill meets the approval criteria, Costpoint sends notification emails to users assigned the Primary Billing Analyst (PBA) or Backup Billing Analyst (BBA) roles. Assign these roles using the Manage Project Roles screen.
For customer product bills, contacts receive notifications only when PBA or BBA is specified in the Contact ID field on the Contacts subtask of the Manage Customers screen. No notifications are sent for invoices flagged for manual review.