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Mark an invoice as reconciled on LAL Pro

Learn how to mark manual or automated invoices as reconciled once payment has been received.

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Written by Rory Kehoe

Overview

Reconciliation is a LAL Pro feature that helps you keep track of invoices that have been paid.
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You can mark both manual and automated invoices as reconciled and view them together under All Reconciled Invoices.

Mark a manual invoice as reconciled

Once payment has been received:

  1. Open My Shifts from the main navigation.

  2. Select the Finance tab.
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  3. Open Manual Invoices.

  4. Select the Sent tab.

  5. Tap the invoice title to open it in full.
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  6. Select Change Status → Mark as Reconciled.

  7. Enter the date payment was received.
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  8. Tap Reconcile.

The invoice will immediately move from Sent to Reconciled.

Mark an automated invoice as reconciled

  1. Open My Shifts → Finance.
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  2. Open Automated Invoices.

  3. Select the Processed tab.

  4. Tap the invoice title to open it in full.
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  5. Select Change Status → Mark as Reconciled.

  6. Enter the date payment was received.

  7. Tap Reconcile.

The invoice will immediately move from Processed to Reconciled.

View or correct a reconciled invoice

To see all invoices you have marked as reconciled:

My Shifts → Finance → All Reconciled Invoices
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This includes both manual and automated invoices. You can use the available filters to help find a specific invoice.
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If an invoice was marked as reconciled by mistake, open the invoice and use Change Status:

  • for a manual invoice, select Move to Sent;

  • for an automated invoice, select Move to Processed.

Once confirmed, the invoice will immediately return to the relevant Sent or Processed tab.

Common questions

  • Do I need LAL Pro to mark an invoice as reconciled?
    Yes.
    Reconciliation is a LAL Pro feature. Standard users can still view their automated invoices, but cannot mark them as reconciled.
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  • What is the difference between Paid Date and Reconciled Date?
    ​Paid Date is the date you enter to show when payment was received.
    ​Reconciled Date records when the invoice was marked as reconciled in Locate a Locum.
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  • Can I undo reconciliation?
    Yes.
    Open the invoice from All Reconciled Invoices, select Change Status, then:
    - choose Move to Sent for a manual invoice; or
    - choose Move to Processed for an automated invoice.
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  • Where can I see all of my reconciled invoices?
    Go to:
    ​My Shifts → Finance → All Reconciled Invoices
    This brings manual and automated reconciled invoices together in one place.

Want to learn more about LAL Pro?

Book a 15-minute LAL Pro Discovery call with our Locum Success Team to explore what Pro includes, ask questions and understand how it could add more value to your Locate a Locum experience.

Book a LAL Pro Discovery Call

Need help?

Go to More → Support in the app to contact our Support Team.

If you’re a LAL Pro user, you can also access Priority Support for faster help, phone support and dedicated appointments with a Locum Success specialist. For more information, see How to access Priority Support with LAL Pro.

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