Add a 'Priority' Banner to an Invoice

Strata Managers can flag invoices as high priority with a red 'Priority' banner. This will alert approvers that they should take immediate action.

Contents

• Add a 'Priority' Banner to an Invoice
• Remove a 'Priority' Banner from an Invoice
• Bulk Manage Priority Invoices
• Filter by Priority Invoices

Add a 'Priority' Banner to an Invoice

1. Go to the Document Management System (DMS) page (File Icon )

2. Select the 'Invoices' tab



3. Select the invoice and click the three dots to the right of the row

4. Choose 'Mark Priority' from the drop-down menu

5. Or, go to the Invoice Summary page

6. Click the three dots above the status banner

7. Select 'Mark Priority' 



8. A pop-up will appear to confirm the priority

9. Enter a Note for the action

10. Click 'Add'

The invoice will be marked as high priority. Strata Managers can view all notes under Document History. 

A red 'Priority' banner will appear above the invoice status. 

On the Invoice Processing page, any Priority Invoices will be shaded red and appear at the top of the page.

After a high-priority invoice has been fully approved, the 'Priority' banner will automatically be removed from the invoice.

If the invoice has been marked as 'No Payment Required' or if the invoice has been 'Cancelled', the 'Priority' banner will also be automatically removed.

Remove a 'Priority' Banner from an Invoice

Strata Managers can easily remove the 'Priority' banner from an invoice on the Invoice Summary Page.

When on the Invoice Summary page, click the three dots button above the invoice status and select 'Remove Priority' from the drop-down menu.

Bulk Manage Priority Invoices 

Strata Managers can bulk update priority invoices in the Invoice Processing System. 

Bulk actions help to save time, especially when working with a lot of invoices in the portal. 

Select the invoices to update by clicking the checkboxes in the left column.

Click 'Bulk Actions' on the top right and select 'Add Priority to # Invoice' or 'Remove Priority to # Invoice'. 

Strata Managers may also add a reason why the invoice was added or removed from the priority list.

Once done, click Confirm.

Filter by Priority Invoices

To view only invoices that have been marked as a Priority, slide the toggle to select the 'Priority' filter.

The results will be filtered to show all high-priority invoices. 

Note: When the 'Priority' filter is switched on, the toggle will appear green.

For more information, please see Schedule an Invoice for Payment.

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