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Highlights
- Manage
multiple facilities with one installation
- Differentiate
between University and Non-University employees or Center
and Non-Center members for the purposes of setting
billing rates
- Invoices
formatted to meet University specifications
- Electronic
imports from electronic systems available for automating
the billing
process.
- Generate
aging and reminder reports to aid in the collection process
- Management
reports to improve facility effectiveness
This module is incredibly flexible and is able to manage
a wide range of facilities. Information regarding
unbilled work is either
manually or electronically entered for each facility
being managed. Information can be recorded in detail
or in summary
form. Detailed
information may include date, quantity, and description
for each item to be billed or service that has been
completed. This information
can be tracked both by the principle investigator
and research staff for whom the service was provided.
Invoice generation
procedures apply the proper billing rates to the work and create
invoices for each investigator using the facility.
Once invoices have been sent out, the system can be used to track
payments and outstanding balances. Aging reports and late notices
can be generated to aid in payment collection. Management
reports can be generated in various formats to analyze work or services
by the date it was completed, invoiced,
or paid.
These reports can be used to monitor the quantity and cost
of individual items sold or services provided by the
entire facility or to individual
investigators.
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Examples of Facilities Managed
- Animal
Histopathology
- Confocal
Microscope
- DNA Sequencing
- DNA
MicroArray
- Electron
Microscope
- Enzyme Freezer
- Flow
Cytometry
- Immunohistochemistry
Lab
- NMR
- Nucleic
Acids
- Protein Sequence
/ Peptide Synthesis
- Tissue Culture
- Tissue
Procurement
- Transgenic
Mice
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Reports Department Manager’s
Facility Management Module generates three types of reports: invoices,
aging and invoice reminders, and
management reports. Various standard invoice types are available
in summary and detailed formats. The programming time required
to customize one of our formats to meet the specifications of
your
University is included in the purchase price of this module.
Aging and invoice reminders can be generated for either individual
investigators or for the administrator of individual departments.
Management reports can be formatted to analyze usage by facility
user or by type of service provided.
Sample report formats are listed below:
Standard Invoice
This report is an example of one of several invoice formats
available. It includes an invoice number; name and address of
person being billed; name and address of the administrator handling
receivables; payment instructions; total amount due; and an
itemized list and cost of any work that was completed. |
View Sample |
Outstanding Invoices, Aging Report
This report lists outstanding invoices by investigator
id, invoice number, date invoiced, and amount due. The report
is formatted in rows and columns, with information
for
individual invoices displayed in rows. The amount of
the invoice is displayed in one of 5 columns to indicate delinquency.
Columns include: 0 – 30 days, 31 – 60 days,
61 – 90 days, 91 – 120 days, and over 120
days. |
View Sample |
Outstanding Invoice
Letters
This report is an example of a letter designed to notify investigators
of their outstanding invoices. It includes the name and address
of the investigator, the name, address, and administrator of
the facility, and a list of individual invoices (with invoice
numbers, invoice dates, and amounts) that are outstanding. |
View Sample |
Total Work Billed
By Item
This is a management report that lists the quantity and the
total amount invoiced for work completed or items sold during
a user-defined time period for a facility. |
View Sample |
Total Work Billed By PI
This is a management report that lists the total amount invoiced
to each investigator or faculty member during a user-defined
time period for a facility. |
View Sample |
Total Work Billed by PI with Details
This is a management report that lists the quantity and the
total amount invoiced for the different types of work completed
for each investigator or faculty member during a user-defined
time period for a facility. |
View Sample |
Total Work Paid by Month
Shows the total amount paid by investigator or faculty member
by month for work performed by a facility. Information is grouped
and sub-totaled by month. |
View Sample |
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