Supplier invoice authorisation - configuration option

Owned by Fiona Hardy, created
Last updated: Oct 23, 2023
2 min read

This guide has been reviewed against our global client base and classed as relevant to all regions

Configuration options are available which allow specific users to authorise supplier invoices - various options to apply restrictions/permissions for individual users can be used, as follows:

  • Differing maximum cost authorisation limits are set per user - an infinite limit can also be applied

  • Authorisation can be limited to just one/several offices, or all offices

  • The invoice cost on an approved invoice can be edited by authorised users

The above configuration options need to be enabled, click here to contact Reapit Support

1. Restricted invoice example

This user is able to authorise Bedford office supplier invoices with a total cost plus VAT/GST up to £5999.00

  • The invoice belongs to the Bedford office but it exceeds the user’s maximum authorisation limit, therefore the Authorise by Property Manager option is not available

The Authorise by Property Manager option would be available if the total cost plus VAT/GST was £5999.00 or less, providing the invoice was generated by the Bedford office

2. Edit cost option (shown on an authorised invoice)

If an incorrect cost has been entered and the invoice authorised, specific users can be set-up to be able to edit the cost - the invoice will then need to be re-authorised

From an authorised supplier invoice:

  • Beside Total Cost, click Edit
    Available to users with the security configuration option enabled

  • This prompt will be displayed - click Yes

  • The cost can now be changed

Related articles

Â