Add a Recurring Rule for an Invoice

Add a Recurring Rule for an Invoice 

Strata Managers can configure Recurring Invoice Rules to streamline invoice processing for frequently used creditors and GL codes.

Invoices that meet these rules can be sent directly for payment, bypassing the standard approval process for that building. This helps reduce workload for approvers by eliminating the need to review routine and repetitive invoices.

Add a Recurring Rule

1. Go to the Buildings page  

2. Select the Building

3. Click 'Rules'

4. Click the 'Recurring Invoices' tab

5. Click the '+ Recurring rule' button to add a rule

6. Select the Recurring Rule Type

7. Add the selected Provider or GL Code you want to apply the rule for

8. Add the applicable Minimum and Maximum price range

9. Add a Description to explain the rule

10. Click 'Add recurring rule'

When an invoice is submitted for approval with a matching GL Code or Provider 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 bypasses any remaining invoice approvers from the Invoice Rules.

View the History for all changes to recurring invoice rules.

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