How to Approve an Invoice V 1.0

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, go to the Document Page (Document Management System) by clicking the Documents icon from the toolbar. Then select the Invoices tab. 

Filter invoices that require approval by clicking on 'Tasks'

Or by clicking the red number that states how many invoices require action. 

This will show a filtered list of the invoices that require the user's approval. 

For more information, please see Functions and Features of the Document Management System. 

Approving Invoices

To open an invoice, search for an Invoice by Plan Number or Contractor then click the PDF Icon to view the Invoice page.

To approve an invoice, click the 'Approve' button, and clicking 'Approve' again to send the invoice through the remaining invoice journey. 

For more information, please see Invoice Processing.

Message Stakeholders

You can also click 'Message Stakeholders' 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.