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Fiona Hardy

Fiona Hardy

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This option is accessed outside of the daily processes section, due to it being used and accessed at any time

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1. Access option from main menu 

From the main menu:

  • Click 

  • Block

  • Select Supplier Invoices

  • Click Authorised and Awaiting Posting 

For information on completing works orders, raising supplier invoices and authorising/posting to accounts, click here

2. Pending invoices list & authorising each invoice individually

You will be presented with a list of invoices that have moved through the first stage of authorisation (as outlined here)

Before processing payments out, double-check the contents of each invoice

  • Double-click each invoice to open and check

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  • When ready, tick Post to accounts

  • Click Yes

  • Click Exit
    The posted invoice will be shown with a green tick beside it - repeat until all invoices have been posted

3. Authorising in bulk

Invoices can be authorised in bulk from the main screen

  • Tick each invoice that you want to post

  • Click Post selected invoices
    A confirmation message will be displayed

  • Click Yes to post the selected invoices
    Posted invoices will be shown with green ticks beside them

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Tip

Both processes outlined above give the same result - selected invoices will be posted and the values will be subtracted from the relevant budget for the estate

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