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This option is accessed outside of the daily processes section, due to it being used and accessed at any time

Select  (as Image RemovedImage RemovedClick Image Removed - repeat

1. Access option from main menu 

From the main menu:

  • Click Block

  • then select Supplier Invoices

  • Click Authorised and Awaiting Posting 

For information on completing works orders, raising supplier invoices and authorising/posting to accounts, click here:
Complete a works order - including posting/authorising supplier invoices (block management)

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:
Complete a works order - including posting/authorising supplier invoices (block management)

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

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  • Double-click each invoice to open and check


  • Uploaded document(s) can be seen in the Invoice(s) window (middle/bottom) - click document to preview it (a window will open to right of invoice screen to display the preview)

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  • When ready, tick Post to accounts

  • and click Yes

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  • Click Exit
    The posted invoice will be shown on the Pending Invoices screen 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 and click Post selected invoices

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  • A confirmation message will be displayed
    Click- click Yes to post the selected invoices

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    Posted invoices will be shown with green ticks beside them

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  • on the Pending Invoices screen

Tip

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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Excerpt
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How to access outstanding supplier invoices and 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

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