Page 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

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• Click Post invoice to accounts 
  Or, if not applicable, tick Invoice not required - read more about this feature here:
  Mark works orders as 'invoice not required' (the remainder of this guide does not apply)

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

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  The Supplier Invoice screen will be displayed, see next step

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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2a. Attach supplier invoice

From supplier invoice:

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

• Name allows the document name to be changed and the Type is set to Invoice
  This determines how the document is shown in the Document Management window

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• Click Accept

• The document is displayed in the Document Management window (shown below)

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

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• The Invoice(s) window displays any uploaded documents - click to preview the document
  For more information on this feature, click here: Supplier invoice document preview option

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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 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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From the main menu:

• Click Lettings/Rentals andselect 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 

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