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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, due to it being used and accessed at any time.

1. Access option from main menu

From the main menu:

Click

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For information on completing works orders, raising supplier invoices and authorising/posting to accounts, click here

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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 (as outlined here)

Before processing payments out, double-check the contents of each invoice

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Double-click each invoice to open and check
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When ready, tick Post to accounts
Click Yes
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Click Exit
The posted invoice will be shown with a green tick beside it - repeat until all invoices have been posted

3. Authorising in bulk

Invoices can be authorised in bulk from the main screen

Tick each invoice that you want to post
Click Post Selected Invoices
Click Yes

A confirmation message will be displayed

Posted invoices will be shown with green ticks beside them

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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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