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Configuration options are available which allow specific users to authorise supplier invoices - various options to apply restrictions/permissions for individual users can be used, as follows:

  • Differing maximum cost authorisation limits are set per user - a user an infinite limit can also be given an infinite limitapplied

  • Authorisation can be limited to just one/several offices, or all offices

  • An The cost amount on an approved invoice total cost can be edited by authorised users

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1. Restricted invoice example

Tip

This user is able to authorise Bedford office supplier invoices with a total cost & VAT/GST up to £5999.00

  • The invoice belongs to the Bedford office but it exceeds the user’s maximum authorisation limit, therefore the Authorise by Property Manager option is not available

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Info

The Authorise by Property Manager option would be available if the total cost plus VAT/GST was £5999.00 or less, providing the invoice was generated by the Bedford office

2. Edit cost option (shown on an authorised invoice)

If an incorrect cost has been entered and authorised, users can be given the permission (via configuration settings) to edit the cost

From the an authorised supplier invoice:

  • Beside Total Cost, click Edit
    Available to users with the security configuration option enabled

  • A This prompt will be displayed - click Yes

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  • The cost can now be changed, but the invoice requires authorising again

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Tip

The invoice now needs to be authorised again (by a user with the relevant permissions)

Filter by label (Content by label)
showLabelsfalse
max8
sortmodified
showSpacefalse
reversetrue
cqllabel in ( "company" , "suppliers" )

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