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 it can be used and accessed at any time for analysis.
1. Access option from main menu From the main menu:
For information on raising supplier invoices, click here |
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• Where to access outstanding supplier invoices
• How to authorise individually
• How to authorise in bulk
In order to access these invoices, similar to the account reconciliation feature, the section is located outside of the daily processes.
Using the option for authorised and awaiting posting, you will be presented a list of works orders that have moved through the first stage of authorisation, these require a double check in order to be actioned. It is important to do it at this stage, before we look to process any payments out of the system.
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 in bulk from the main screen if you have no need to actually enter the works order itself to check details.
Both processes give the same result with these invoices posted and the values subtracted from the relevant budget for the estate.
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