How to Approve an Invoice

How to Approve an Invoice

Buildings have Invoice Rules in the portal that allocate individuals as invoice approvers for each building. Approvers can review the invoice, message other approvers and approve an invoice for payment by the Strata Manager.  If you're a  Committee Member that is allocated as an invoice approver, you will see invoices in your Tasks.

Contents

• Accessing Invoices to Action
• Approving Invoices 
• Message Stakeholders

Accessing Invoices to Action

To access Invoices, Strata Managers can go to the Finance page by clicking the icon from the left side panel.   

Committee members can filter for invoices that require their approval by clicking on 'For my approval' under 'Special Marker'.

Approving Invoices

To open an invoice, click in the row of the required invoice to view the Invoice page.

Review the invoice details and click the 'Approve' button, then clicking 'Approve'  to send the invoice through the remaining invoice journey. 

Note: If an invoice details needs to be updated, please reach out directly to the Strata Manager of the building.

Message Stakeholders

Committee members and Owners can can also click 'Message '  button to start a chat thread between all the invoice approvers if further discussion is required. 

Committee Members and Owners should contact us with any further questions regarding this process.