Invoice Approval Workflow Exceptions

 Invoice Approval Workflow Exceptions

Sometimes invoices don't need to go through the normal approval process.

This could happen when a Recurring Invoice Rule is in place, an Internal Approver needs to be skipped, or an invoice should be passed back to a previous approver.

Contents

• Recurring Invoice Rules
• Exclude Internal Approvers
• Pass Back the Invoice to User

Recurring Invoice Rules

With Recurring Rules, an invoice can be sent directly for payment, bypassing the approval process.  

Recurring rules include minimum and maximum charges set for creditors that service the Building or commonly used GL codes. 

When an invoice is submitted for approval and the amount is within the set price range, the First Approver is presented with a Recurring Invoice Alert that prompts them to Override & Approve the invoice.

The Override & Approve button sends the invoice directly to Strata Master for payment, bypassing any remaining approvers.

For more information, please see Add a Recurring Rule for an Invoice

Exclude Internal Approvers

The Exclude feature excludes an Internal Approver from the approval process. This may happen when the Organisation has an internal process in place, for example, the approver will be excluded if the invoice amount does not meet a minimum amount. 

The option to exclude a user from the approval process is available as long as at least one other internal approver has not yet approved the invoice.

Pass Back to Previous Approver

This enables the user to pass the invoice back to a previous approver.

On the Invoice Page click the 3 dots and select 'Pass Back to User'. 

This will place the invoice back in the previous approver's Tasks for further review and action.

Strata Managers should contact us with any further questions regarding this process.