INV_Invoice Editor Tabs

Invoice Editor Tabs

Invoice Editor tabs provide additional information related to the invoice. Tab appearance depends on your role and permissions. Blue tabs indicate there is data for the tab. Gray tabs indicate there is no data for the tab.

Adjustment Summary - View all invoice adjustments in date order. This tab is not available until the servicer reviews the invoice.
Chronology - View all actions taken on an invoice from creation to payment. All edits to line items and deletion of line items, regardless of status or source (manually created or imported), are tracked on this tab. Audit pass/fail details are also tracked on this tab.
Comments - Add or view comments about the invoice or total fees and costs that exceed the guideline allowable.
Dept (vendor only) - View additional information about the loan, including referral date, bankruptcy chapter, foreclosure posting and filing date.
Edit Summary - View details of edits made to line items. If a vendor deletes a line item that is in Hold or Submitted status, the details are recorded here. When an invoice has been released to the vendor and is in a Pending Vendor Review status, that change also appears here.
Exceptions - View exceptions for the invoice. Exceptions occur if an allowable or milestone billing guideline amount is exceeded, comments are missing, or required breakdowns are not provided.
Guideline - View all fees and costs related to the loan at the line item level.
History - View loan-level activity, such as invoices created against the loan, as well as their statuses and dollar amounts billed in fees and costs. Click an Invoice # link to display the invoice in a new view-only window. Line items highlighted red indicate the line item was denied.
Line Items - Add or edit invoice line items, which specify details on the service provided. There is no limit to the number of line items you can add to an invoice.
Payment - View the payment history for this invoice. It records payment information from the servicer such as check/ACH number, date issued, and amount.
Quote - View and print fees and costs quote history on an invoice. Click View Details to review and print Fee and Cost quotes.
Service Request - View service request summary information related to the loan number on the invoice.

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