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Works v1.1
Works v1.1
  • Introducing Works
    • What's New
  • Design Approach
    • Approach
    • Solution Design
  • Specifications
    • Functional Specifications
      • Project
      • Estimates
      • Organisation
      • Attendance Management
      • Measurements
      • Muster Roll
      • Expenditure / Billing
      • Contracts
    • Release Notes
      • MDMS & Configuration Updates
      • Test cases
      • Data Migration
      • Service Build Updates
  • Reference Implementations
    • MUKTASoft v2.1
    • MUKTASoft v2.2
      • Specifications
        • Roadmap
        • User Persona
        • Functional Requirements
          • Product Requirements Document v2.0
          • Product Requirements Document v2.1
            • Employee Mobile Application
            • Aadhaar Integration
            • Estimate Templates
            • SOR Rate Analysis
          • User Stories
            • Time Extension
              • CBO: Create Time Extension
              • Time Extension Workflow
              • EMP: Create Time Extension
              • Search and View Time Extension
              • CBO: My Requests
              • CBO: Edit Time Extension
            • JIT-FS Integration
              • Fund Allocation Register
              • Create Payment Instruction
              • PIS: Payment Instruction Status
              • PAG: Payment Advice Status
              • PD: Update payment details
              • FD: Update Failed Payments
              • Create Revised Payment Instruction
              • Revised PI: Update payment details
              • Revised PI: Updated Failed Payments
              • Search Payment Instruction
              • View Payment Instruction
            • Work Order
              • Create Work Order
              • Work Order Workflow
              • Work Order Inbox Page
              • Create/ Submit Work Order
              • Edit/Submit Work Order
              • Verify & Forward
              • Send Back
              • Send Back To Originator
              • Reject Work Order
              • Approve
              • Search Work Order
              • Work Order PDF
            • Dashboard v1.0
              • Commons
              • KPIs: Actions Items
              • KPIs: SLA Breached
              • KPIs: Leaderboard
              • KPIs: Activities by Status
              • KPIs: Payments
              • KPIs: Expenditure
            • Schedule of rates
              • Create SOR
              • Search SOR
              • View SOR
              • Modify SOR
              • Add/ Modify Rate
            • Detailed Estimate
              • Create Detailed Estimate
              • Change in workflow
              • Change in edit estimate
              • Search and View Detailed Estimate
            • Detailed MB
              • Create MB
              • MB Inbox
              • MB Workflow
              • Search MB
              • View MB
              • Edit MB
            • Employee Mobile Application
              • Employee Login
              • Home Page
              • Work Orders
              • Create/ Edit MB
              • Measurement Books
              • View Measurement Book
            • Aadhar Integration
              • Wage Seeker's Registration
              • Wage Seeker Modification
            • Improvements
              • Moving Skills to SOR Master
              • Re-payment of failed payment
              • Revising estimate calculation logic
              • Material purchase payment to CBO
            • Estimate Template
              • Create Template
              • Search Template
              • View Template
              • Modify Template
              • Change in estimate to add template
            • Rate Analysis
              • Add/ Edit Rate Analysis
              • View Rate Analysis
              • Revising Rate
              • Analysis Statements
              • Utilization Statements
              • Download of analysis statements
            • Data Protection & Privacy
              • Display Privacy Notice In Login
              • Display Bank Account Details On Wage Bill
              • Display Muster Roll Details
              • View Payment Instruction - Mask Account Number & IFSC
              • View /Edit Wage Seeker Details
              • View/Edit Organisation Details
              • Display Engaged Wage Seeker Details
              • Display Organisation Profile & Bank Details
              • Track Attendance Changes
              • View Muster Rolls
              • Search Wage Seeker
              • Remove PII & Sensitive Data From Additional Fields
      • Deployment
        • Release Notes
          • Service Build Updates
          • Data Migration
          • Test Cases
        • Deployment Guide
        • SMS Adapter Services
          • Notification Consumer
          • Notification Consumer Service
          • Contact Notification Service
          • Estimate Notification
          • Expense Notification Service
          • Muster Roll Notification Service
          • Measurement Notification Service
          • Organisation Notification Service
          • Individual Notification Service
        • MUKTASoft Services
          • IFMS Adapter
          • Expense Calculator
          • Works PDF
          • MUKTA Services
          • Bank Account Search
          • Individual Search
          • Organisation Search
          • Bill Scheduler
          • Statements
          • Rate Analysis
        • Configuration
          • Master Data Templates
            • Project Type
            • Target Demography
            • Unit Of Measurement (Units)
            • Overheads
            • Skill Category & Skills
            • Community-Based Organisation Roles
            • Scheme
            • Expense Heads
            • Standard Deductions
            • Organisation Type
            • Organisation Sub Type
            • Organisation Functional Category
            • Organisation Class/Rank
            • HRMS Sections/Departments
            • HRMS Designation
            • HRMS Employment Type
            • User Role
            • Organization
            • Wage Seeker
            • Tenants
            • Ward Boundary
            • Locality Boundary
            • Payment Advice Format
            • Users Data
            • Schedule of rates
            • Rate Analysis
          • Notifications & SMS Templates
          • Localisation
          • Dashboard Reindexing
          • Platform Service Configuration
          • UI Configuration
            • Common Configurations
              • Role Configuration
              • MDMS Configuration
              • APK Generation
            • Modules
              • Project
              • Estimate
              • Workorder
                • Time Extension
              • Muster Roll
              • Bill
              • Organization
              • Wage Seeker
              • Wage Seeker (CBO Application)
              • Attendance (CBO Application)
              • Muster Roll (CBO Application)
              • Mukta Dashboard
              • Measurement
              • SORs and Rates
              • IFMS Adapter UI
              • Rate Analysis
              • Revision Of Rates
              • Estimate Template
              • Measurement Book (Mobile Application)
        • Customisation
          • Works UI
            • UI Tech Flow Diagrams
          • UI Screens Customisation
            • Document Upload Container
            • CSS Customisation
            • Inbox/Search Screen
      • Implementation
        • Pilot Roll Out Plan
        • Pilot Go Live Definition
        • Pilot Sucess Metrics
        • Success Metrics
        • Adoption Metrics
        • Adoption Template
        • Implementation Plan & Checklist
        • Issue Management - Standard Operating Procedures
        • Training Resources
          • User Manual
            • Mobile Application User Manual
              • CBO - Getting Started
                • My Works
                • Track Attendance
                • Muster Rolls
                • My Bills
                • My Requests
              • Employee - Getting Started
                • Work Orders
                • Measurement Books
            • Web Application User Manual
              • Getting Started
              • Project
              • Estimate
              • Work Order
              • Time Extension
              • Measurement Book
              • Muster Roll
              • Billing
              • Payments
              • Rates Revision
              • Registries
                • Wage Seekers
                • Organizations
                • Schedule Of Rates
                  • SOR Definition
                  • Rates
                  • Rate Analysis
                • Estimate Template
            • Kibana Dashboard User Manual
          • Training Videos
        • UAT Planning
          • UAT Test Case Scenarios
          • UAT Schedule Plan
          • Issue Reporting Template
          • UAT Credentials
  • Platform
    • Architecture
      • High Level Design
      • Low Level Design
        • Registries
          • Individual
          • Bank Account
          • Organization
        • Services
          • Project
          • Detailed Estimates
          • Contracts
          • Attendance
          • Muster Roll
          • Expense
          • Schedule of Rates (archive)
          • Detailed Measurement Book
  • Setup
    • Install Works
      • Install Using GitHub Actions In AWS
      • System Data Setup
    • Configure Works
      • Service Configuration
        • Project
        • Estimate
        • Contract
        • Attendance
        • Muster Roll
        • Expense
        • Bank accounts
        • Organisation
        • Individual
        • Estimate Template
  • General
    • Source Code
    • Roadmap
    • Discussion Board
    • Issues
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All content on this page by eGov Foundation is licensed under a Creative Commons Attribution 4.0 International License.

On this page
  • Inbox
  • Search Bill
  • View Bills
  • Create Bills
  • Workflows
  • Creator
  • Verifier
  • Approver

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  1. Reference Implementations
  2. MUKTASoft v2.2
  3. Implementation
  4. Training Resources
  5. User Manual
  6. Web Application User Manual

Billing

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Last updated 4 months ago

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The billing feature offers the following options to users:

Inbox

Home Page > Bills

From the Home Page on click of the Bills, the Inbox Page is displayed.

  1. On the left side on the top feature menus are displayed.

  2. On the bottom left side, the Filters Panel is displayed with the below filters.

    • Assigned to Me - The only bills assigned to the logged-in user are displayed on the right side window.

    • Assigned to All - It is default selected and hence the bills assigned to anyone are displayed on the right side window.

    • Ward- It filters the application based on the ward selected and then displays the result on the right side window.

    • Workflow States - It appears only when the application type filter is selected and filters the application based on the application status selected and then displays the result on the right side window.

  3. On the right side of the top, search parameters are displayed, which allow you to search the bill by Bill Number, Project ID, and Bill Type.

  4. On the bottom right side, a window is provided to list the bills based on default settings and applied filters and search parameters.

Search Bill

Home Page > Bills > Inbox > Search Bill

The search Bill enables ULB employees to search for a specific Bill using different search parameters.

Search Criteria

  1. Ward

  2. Bill Type

  3. Project Name

  4. Bill Number

  5. Status

  6. Created From Date

  7. Created To Date

Search Result

  1. Bill Number

  2. Project Name

  3. Location

  4. CBO Name

  5. Bill Type

  6. Status

  7. Bill Amount

View Bills

Home Page > Bills > Inbox > Search Bill > Search Results

  1. Click on the Bill Number to view the Bill details.

  2. Complete bill details are displayed along with attached documents and the option to download the bill in PDF.

Wage Bill Details

Purchase Bill Details

Supervision Bill Details

Create Bills

Home Page > Bills > Inbox > Create Bill

To create a bill for a project, the work order for the project is searched using the search work order and opened to view the details. Then from the view work order page, the action Create Purchase Bill is clicked. Other bills, wages and supervision are created automatically.

  1. A work order is searched using the Search Work Order and the search result is displayed.

  2. Click on the Work Order Number to view the work order details.

  3. Click on the Create Purchase Bill from the action.

  1. Create Purchase Bill page is opened.

  1. Fill in all the relevant details properly and then forward the application.

  1. On successful completion, the success page is displayed along with the bill number.

Workflows

Creator

The Bill Creator (BC) is responsible for creating and forwarding the Purchase Bill along with the relevant documents uploaded.

Note: Make a note that the other 2 bills - Wage and Supervision Bills are created automatically by the system.

BC can -

  • Create and forward purchase bill

  • Edit purchase bill

Create and Forward

The Bill creator (BC) has the right to create a bill for a project and then forward it to the verifier. On creation, the BC gets the forward dialogue box from which the user optionally selects the verifier’s name as the assignee name, adds the comments if any, and then forwards the bill.

On forward, the bill is forwarded to the verifier and the success page is displayed with the success message and bill number.

Edit

The bill creator (BC) has the right to edit the bill in case the bill is sent back for any correction.

  1. The bill pending correction is available in the Inbox. Else, search for the bill using the search bill.

  2. Click on the bill number to open the bill and view the details.

  3. Select the Edit from the Take Action. Bill is opened into editable mode.

Verifier

The Bill Verifier (BV) is responsible for verifying the bill and supporting documents uploaded.

BV can

  • Verify and forward Bill

  • Send Bill back to BC

Verify and forward

The BV verifies and forwards the Bill if the documents and information provided in the Bill is found satisfactory and complete. To verify and forward the Bill

  1. The bill pending verification is available in the Inbox. Else, search for the bill using the search bill.

  2. Click on the bill number to open the bill and view the details.

  3. Select the Verify and Forward from the Take Action. A pop-up window is opened.

  4. Select the approver’s name as Assignee Name.

  5. Provide any additional information for the assignee in the comments section.

  6. Click on the Choose Files button to upload any supporting documents.

  7. Click on the Verify and Forward button. The bill is forwarded to the approver.

Send back

BV can send the Bill back to the BC for any corrections or if any vital document has not been uploaded. To send the Bill back to the BC.

  1. The bill pending verification is available in the Inbox. Else, search for the bill using the search bill.

  2. Click on the bill number to open the bill and view the details.

  3. Select the Send Back from the Take Action. A pop-up window is opened.

  4. State the reasons for sending the bill to BC in the comments section.

  5. Click on the Choose Files button to upload any supporting documents.

  6. Click on the Send Back button. The bill is placed into BC’s inbox and the bill is enabled for editing.

Approver

The Approver verifies the bill and if the documents and information provided in the bill are found satisfactory, complete, and as per the guideline, the bill is approved.

Approver can -

  • Approve the bill

  • Send the bill back to BV

  • Send the bill back to BC

Approve

  1. The bill Pending Approval is available in the Inbox. Else, search for the bill using the search bill.

  2. Click on the bill number to open the bill and view the details.

  3. Select the Approve from the Take Action. A pop-up window is opened.

  4. Provide any additional information in the Comments section.

  5. Click on the Approve Files button to upload any supporting documents.

  6. Click on the Approve button. The bill is approved.

Send Back

To send the bill back to the BV

  1. The bill pending for approval is available in the Inbox. Else, search for the bill using the search bill.

  2. Click on the bill number to open the bill and view the details.

  3. Select the Send Back from the Take Action. A pop-up window is opened.

  4. State the reasons for sending the bill back to the BV in the comments section.

  5. Click on the Choose Files button to upload any supporting documents.

  6. Click on the Send Back button. The bill is placed into BV’s inbox.

Send back to the originator

To send the bill back to the BC

  1. The bill pending approval is available in the Inbox. Else, search for the bill using the search bill.

  2. Click on the bill number to open the bill and view the details.

  3. Select the Send Back from the Take Action. A pop-up window is opened.

  4. State the reasons for sending the bill back to the BC in the comments section.

  5. Click on the Choose Files button to upload any supporting documents.

  6. Click on the Send Back button. The bill is placed into BC’s inbox and the bill is enabled for editing.

Inbox
Search bills
View bills
Create bills
Workflows
Creator
Verifier
Approver