Manage Queues

The Manage Queues page displays the open tasks assigned to a selected queue and all tasks selected from the queue. The Manage Queues page provides information about each queue to the Queue Administrator, which includes:

The Disburser user assigned to a queue
The task assigned to the Disburser user
The date the task was received and when it is due

The Manage Queues summary table also displays the invoice tasks by receipt date, assignment date, due date and any penalty days, and amount.

The Queue Administrator accesses the Manage Queues page to view all invoice tasks and the Disburser users assigned to each task. If the task is overdue or close to the due date, the Queue Administrator can reassign that task to another Disburser user in the queue.

If you have been assigned Queue Management permission by the Disburser Administrator, you can select invoices and reassign them to other individuals in your queue. You can take the following actions from the Manage Queues page:

View the invoice detail page
Reassign the task to another user

Queues

Lists the queues the user is assigned to.

Date Assigned

Lists the dates the tasks were assigned.

Task Assignment Table

The information in the table below describes the tasks assigned to a queue member.

Field Name	Description
Check box	Click the check box to select a task from the queue.
$ (Payment Terms)	Signifies that the payment terms for this invoice has a discount applied. This column displays only when the Optional Feature “Discount” is selected in CSR.
Task Description	Describes the type of action to take on the task.
Assigned To	Displays either unassigned or the name of the queue member.
Receipt Date	Date that the invoice was received in the format: mmddyyyy. This column can be sorted in ascending order.
Date Assigned	Displays the date and time the task was assigned to the user in the format: mmddyyyy; hmm am/pm. This column can be sorted.
Due Date	Displays the date the invoice is due in the format: mmddyyyy. If the invoice is subject to prompt pay penalties, the number of penalty days is also displayed. This column can be sorted.
DPR (Days for Payment Remaining)	Displays the days that remain until payment is due on the invoice. This column can be sorted.
Amount	Displays the total amount of the invoice.
Action	You can take one of two actions on the invoice. Click View to access the associated Invoice Detail page. Click Reassign to open the Lookup Users Page that includes all users with ALCs and Invoice View permissions.

Lookup Users Page

The Lookup Users page is opened when the user clicks the Reassign button.

Field Name	Description
First Name field	Enter the user’s first name in this field.
Last Name field	Enter the user’s last name in this field.
Email field	Enter the email address of the user in this field.
User Lookup field	Searches for the user for reassignment. Enter the identifier for the user from the Disburser's accounting system.
Find button	Click to search for the user based on the entries listed above. Leaving fields blank returns all queue members.
Select User - Selects the user to whom to reassign queue task(s)
O radio button	Click to select a user.
User Name	Displays the First Name, Last Name of the user This column can be sorted.
Email	Displays the email address of the user.
User Lookup	Displays the user lookup identification.
Select button	Click to assign the queue task to the selected user and to advance to the Confirm Reassignment page. If you do not select a user, an error message is displayed, "Please select the new queue task assignee."
Cancel button	Click to cancel the Select User screen and return to the Manage Queues page.

To locate the users to reassign, click the Find button. A list of qualified users is displayed. Click the radio button next to the user's name to select a user. Then click Select.

Confirm Reassignment

The Confirm Reassignment page confirms that the queue task(s) was reassigned to the correct user.

Field Name	Description
Reassign Queue Task(s) to	Displays the name of the user reassigned to the task.
OK button	Click to confirm the task(s) reassignment.
Cancel button	Click to remove the user and advance to the Manage Queues page.
Reassignment Table
$ (Payment Terms)	Indicates that a discount opportunity is available for the invoice. This column displays only when the Optional Feature “Discount” is selected in CSR.
Task Description	Displays the invoice #, the vendor name, and what task is assigned.
Assigned To	Displays the Last Name, First Name of the user. This column is sortable in descending order.
Receipt Date	Displays the date the invoice was received in MMDDYYYY. This column is sortable in descending order.
Date Assigned	Displays the date and time the invoice was assigned to the queue in the format: MMDDYYYY, H:MM:SS AM/PM. This column can be sorted in ascending order.
Due Date	Displays the anticipated due date in the format: MMDDYYYY and penalty days, if any.
DPR (Days for Payment Remaining)	Displays the days remaining until payment is due on the invoice. This column is sortable in descending order.
Amount	Displays the invoice total amount.
"No items found"	Displays when there are no records in the queue.