Requests can be in one of the following stages:
- Unassigned – any request that is not
assigned to an interpreter even if it is in the past
- Assigned – any request with a future request date that has an interpreter
assigned
- Missing Activities – any request with a past
request date that does not have activities recorded
- Needs Approval – any request with activities recorded that
needs to be approved for invoicing and payment
- Approved – any request with approved activities that needs
to be invoiced and paid
- Paid but not invoiced – any request with approved activities
that have been paid to the interpreter but not invoiced to the customer
- Invoiced but not paid – any request with approved activities
that have been invoiced to the customer but not paid to the interpreter
- Invoiced and paid (Completed) – any request that has been
invoiced to the customer and paid to the interpreter
- Voided – any request that has been voided through Atrium
The status of the request is based on the stage:
- Open – all stages except for Invoiced and paid, and Voided
- Jobs in Progress – Unassigned, Assigned, Missing activities
- Accounting – Needs approval, Approved, Paid but not invoiced,
Invoiced but not paid
- Closed – Invoiced and paid, Voided
You can filter requests based on any (or multiple) stages
and statuses. If you select a status,
the stages will be automatically selected for you in the filter.