Content Comparison

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

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
  

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

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 to return to the invoice screen 

From the main menu:

• Click Estate
  
  
• 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