Revenue Manager: Status

Revenue Manager provides management companies with comprehensive monitoring capabilities through the Status page. Use this page to monitor import processes, track billing job execution, and troubleshoot any issues that occur during Revenue Manager operations.

The Status tab includes the following two areas for monitoring different aspects of Revenue Manager operations:

• Imports: Monitor the status of external charge imports and download error details for failed imports.
• Jobs: Track charge generation and posting job execution with detailed status information.

Contents

• Imports Page
  • Import Error Details and Downloads
• Jobs Page
  • Job Details Screen
• Error Indicators

Imports Page

Use the Imports page to monitor the status of external admin billing charge imports. This includes both Admin Billing Charges by Amount and Admin Billing Charges by Quantity import types that are processed through the import functionality.

The Imports page table shows import attempts that have failed completely or partially. Each row represents a specific import process with detailed status information and error details.

The Imports table includes the following columns (with sorting and filtering capabilities):

• Import Type: Type of import (Admin Billing Charges by Amount or Admin Billing Charges by Qty).
• Status: Current status of the import (Committed, Failed, Processing, Reversed, etc.)
• Committed On: When the import was attempted
• Error Details: Shows how many error were included in the import. Click the Spreadsheet icon to download detailed error information in an Excel file.

Import Error Details and Downloads

When imports fail, detailed error information is available so you can view how many errors exist in each import.

If your import contains errors, the system:

Click the Spreadsheet icon to download a detailed Excel spreadsheet error report that contains the failed records with specific error descriptions, making it easier to identify and correct import issues before resubmitting. For example:


 

For more information about import errors, see the Reviewing Your Import section of the "Import Basics" article

Click Export to export an Excel spreadsheet that includes the entire table. For example:
 

Jobs Page

Use the Jobs page to monitor charge generation and posting job execution within Revenue Manager. It provides visibility into the status of both admin fee and management fee processing jobs, displaying information about billing job execution including successful completions and any failures that occur during the generation or posting process.

The jobs table includes many columns that you can add or hide as needed (with sorting and filtering capabilities), including:

• Job Type: Type of job performed (Assign Template, Post Invoices, or Generate Charges).
• Status: Current job status with visual indicators:
  • Processing: Job is currently running (may appear for extended periods).
  • Success: Job completed successfully without errors.
  • Partial Success: Job completed but some associations succeeded while others failed.
  • Failed: Encountered errors during execution and could not complete.
• Generation Method: How the job was initiated (Manual, Auto-Post, or Auto-Generate).
• Association Count: The number of associations included in the job. Click this number to open the Job Details screen.
• Error Details: Shows error count. 

Job Details Screen

The Job Details screen helps you identify which associations processed successfully and which may have encountered errors during the job execution.

Click the Association Count number to open the Job Details screen where you can see detailed information about the associations processed in that job. 

Note: The Association Count number link is only available when the job status is not processing.

For example the following Job Details image is from a job that included 4 associations.
 

This screen includes:

• Job Summary: A summary of the information included in the job.
• Results by Association: Shows the job information for each association in the job.
• Export: Click to export the Results by Association information in an Excel spreadsheet.

Important: Failed imports remain in the table for historical tracking and troubleshooting purposes. Error badges provide immediate visual feedback about system status.