Use the Sub Role Filter to View Invoice Approvers

Use the Sub Role Filter to View Invoice Approvers

With the Sub Role Filter, Organisation Admins can view all users that are Invoice approvers for a Plan. Invoice approvers can be added or removed at any point in time by updating the Invoice Rules for a Plan.

Invoice Rules govern the Invoice review and approval process, identifying a clear channel of internal and external approvers and the total amount an Invoice requires to be reviewed by all internal approvers.

Sub Role Filter

Organisation Admins can view all users that are Invoice approvers for a Plan on the Users page. 

To go to the Users page, click the Contacts Icon on the leff side panel. 

Once on the  Contacts page click the Users tab to go to the User page. 

There are different role types for users within the Strata Organisation. Click any role on the Role Filter drop-down to filter the list of users to a specific role type.

External contacts and users can hold roles that are recognized by the Organisation. For example, Committee Members, Owner Landlords and Owner Occupiers. 

Select 'Active' from the Status Filter to view all active users of the Portal.

Certain Strata Organisation employees and external users also have a sub role. For example, users that have been selected to review Invoices will have a sub-role of 'Invoice Approvers'.

On the left side panel, scroll down to Sub Roles and click the checkbox to enable or disable the Invoice Approver filter. 

The ‘Invoice Approver’ column displays all Plans for which a user has been designated as an invoice approver. If a user approves invoices for multiple Buildings, the Plan Numbers for all associated Buildings will be shown.