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Fiona Hardy

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This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC, UAE

This page outlines the process to follow to complete a works order, including marking a works order as completed, storing the supplier invoice, entering/checking invoice details and posting authorising the invoice to accounts.


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

  • Click Post invoice to accounts 

  • When prompted, select whether to add the works order amounts to the invoice

    The Supplier Invoice screen will be displayed


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2. Supplier invoice

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

  • Check the information shown and add to/amend where required

  • Enter the Invoice Ref

  • Attach the supplier invoice via the Docs button - see 2a

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title2a. Attaching the supplier invoice
  • Click Docs then click and drag the document over the Document Management window
    Or click Add and browse to your document

  • 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

    The document is displayed in the Document Management window
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  • 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
  • Click Save and Exit


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4. Accessing supplier invoice

From the works order screen:

  • Click View supplier invoice to return to the invoice screen


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