View the History Log

Occasionally, certain Jobs will require a Service Provider to request a deposit before the work starts or progress payments are made. Service Providers may request these conditions when submitting a Quote.

The Building Manager's responsibilities are unchanged: they can approve the Quote or send it to the Committee.

Building Managers can view the History Log of Quotes and Invoices that a Service Provider has uploaded on the Work Summary page.

Depending on the Building Manager's permissions, they can either accept or reject an Invoice OR send the Invoice to the Strata Manager for approval or rejection.

View History of Quotes and Invoices 

1. Go to the Jobs page (Wrench Icon )

2. Select the Job

3. Click the 'History' link on the Work Summary page



4. View the History Log 

Building Managers may need to process multiple Invoices for a Job. The Job will not close until the final payment is made to the Service Provider.

When the Accounts team pays the Service Provider, the Service Provider will receive an email notification. The Building Manager will be notified of the payment within the Portal.

For more information, please see View Quotes, Variances and Invoices Uploaded by Service Providers and How to Approve or Reject an Invoice.

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