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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 guide outlines how to access outstanding supplier invoices, how to authorise them individually and in bulk.
This option is accessed outside of the daily processes section, because due to it can be being used and accessed at any time for analysis.
1. Access option from main menu From the main menu:
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• Where to access outstanding supplier invoices
• How to authorise individually
• How to authorise in bulk
Using the option for authorised and awaiting posting, you will be presented a list of works orders
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 |
When presented with the list there are 2 options for actioning them. Firstly, you can double click each item, where you are taken through to the works order screen, allowing full sight of the details, then the ability to post using the tick box at the base of the screen (SPOTLIGHT).
The second option, is to do this
Before processing payments out, double-check the contents of each invoice
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3. Authorising in bulk Invoices can be authorised in bulk from the main screen |
Both processes give the same result with these invoices posted and the values
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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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