The Interactions area helps you check service details before those interactions move into the claims workflow.
1. Open Interactions
Go to Invoicing.
Select Interactions from the top navigation.
Review the available interaction records.
The Invoicing navigation includes areas such as:
Overview
Clients
Plans
Interactions
Calendar
Shift Interactions
Billing
Staff KPIs
2. Review interaction details
Review each interaction before it is used for billing.
Depending on the information shown, check details such as:
Participant or client
Service
Date and time
Duration
Site or location
Staff member
Billable information
Current interaction status
Confirm that the information is correct before continuing with claim creation.
3. Find an interaction
Use the available search or filters to locate the interaction you need.
Open Interactions.
Use the search field, where available.
Apply any relevant filters.
Review the matching results.
Open the required interaction.
Filters and labels should be documented using the wording currently shown in the interface.
4. Review the interaction billing information
Before creating or reviewing a claim, check the interaction's Service & Billing section.
Review:
Service Item
Pricing Zone
Units Billed
Unit Price
Current Status
Billable total
Any billing warning shown
The summary at the bottom of Service & Billing shows how many billable items are attached to the interaction and the total billing amount.
5. Review service information
Check the service attached to the interaction.
Confirm:
The correct service is selected.
The interaction date and time are correct.
The recorded duration is correct.
Any billing information shown matches the service delivered.
If the interaction information is incorrect, update it through the available interaction workflow before creating the claim.
6. Review interactions before creating a claim
Interactions can be reviewed before they are included in a claim.
Before continuing:
Confirm the participant.
Confirm the service details.
Check the interaction is billable.
Review the amount or billing information, where displayed.
Continue with the relevant claim creation workflow.
Use Billing when you are ready to create or manage the resulting claim.
7. Use Shift Interactions when required
Shift Interactions is available separately from the main Interactions tab.
Use the appropriate area depending on the type of interaction you need to review.
If you are working with rostered shift billables, you may also use Reconcile shift billables from the Billing quick actions before creating claims.
8. Review interactions alongside Weekly Billing
Interactions may also be relevant when preparing claims through Weekly Billing.
Before creating a weekly billing batch:
Review the available billable interactions.
Confirm the participant and service information.
Resolve any interactions that are not ready for billing.
Continue with the weekly billing workflow.
If no billable interactions are available for the selected billing period, review the interaction data before continuing.
9. Open the resulting claim
After the interaction has been included in a claim:
Go to Billing.
Open the claims list.
Find the resulting claim.
Open the claim to review the service details and current status.
From the claim, you can continue with payment, Xero, rejection, Credit Note or other claim workflows where applicable.
Important notes
Review interaction details before using them for billing.
Confirm the correct participant, service, date, time and duration.
Use the current interface labels when checking billable status or filters.
Resolve incorrect interaction information before creating the claim.
Use Billing to manage the claim after the interaction has been claimed.
Use Shift Interactions or Reconcile shift billables where the workflow relates to rostered shifts.
The current release does not identify a major Xero-specific change to the Interactions page itself, so this article should mainly reflect the current interface and terminology rather than add new Xero workflow steps.