Once milestones have been created, the next steps in the financial management process are to generate invoices, record payments, and then reconcile those payments against either milestones or an invoice. Before that can happen, however, the milestone conditions created must first be achieved. Depending on the milestone type, this could happen instantly, or may require some time until the milestone conditions are achieved. To learn how to view milestones that have been achieved, and can be invoiced, see View/Delete Achieved Milestones for more information.
In Velos eResearch, invoicing and payment management can be accessed using the financial management module. For quick navigation, users can use the Financial Summary Quick Link (money bundle icon) to navigate to the financial page for a study.
To access the Financials Module page:
1. From the Homepage, navigate to Search under Manage and “Financials”.
The Financials Browser page displays with a list of Studies.
