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1. Marking the works order as completed

Follow this process when the works order is complete and the supplier invoice has been received

From the works order screen:

• Change the Status to Completed
  The Completed date will automatically be added as today's date, this can be changed

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• Click Post invoice to accounts 

• When prompted, select whether Click Yes to add the works order amounts to the invoice
  The Supplier Invoice screen will be displayed

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• , as shown in step 2

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2. Supplier invoice

Information from the works order will be pulled through to this screen

2a.

Attach supplier invoice

• Click Docs then click and drag the document over the Document Management window
  Or click Add and browse to your document

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• The Rename field allows you to change the document name (as you want it to appear in the Document Management window), Type is set to Invoice

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• click Accept

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• The document is displayed in the Document Management window

• Right-click over any documents added for further options, such as Print or Attach to e-mail

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3. Authorise supplier invoice

When ready to authorise:

• In the Status section, tick the Authorise by box
  This changes the invoice status to Authorised - Awaiting posting and date/user stamps the authorisation

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• Click Save and Exit

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3a.

Set up authorisation levels

Where permissions allow, supplier invoice authorisation levels for specific users/offices can be set

• Right-click over the Works button and select Setup invoice authorisation levels

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• For example, you might want to set a specific limit for all users who have been granted authorisation permission but then override this for specific users, as shown below

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Limit for all user with authorisation permission: enter the limit This will apply to all authorised users

From the Authorisation Limits panel:

• Click 

• then click the Select link to select the user/office who this permission is for

• For no limits to be applied, set to No limit, or enter a specific figure

• Continue adding Authorisation Limits, as required

• Click Accept

4. Accessing supplier invoices

Supplier invoices can be accessed from the associated works order or from the main menu

From the works order screen:

• Click View supplier invoice 

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OR, from the main menu:

• Click Block/Strata

• then select Supplier Invoices

• Selecting Pending Authorisation or Authorised and Awaiting Posting displays a list of invoices which can be viewed then authorised/posted individually or in bulk