Invoice Override and Approve Feature

During the invoice approval process, an invoice is reviewed by all approvers before it's sent for payment. If Organisation Admins need to instantly process an invoice for their Building, they can select the Override & Approve feature which will bypass the remaining approvers. 

They can also enable the feature for Strata Managers. 

Contents

• Enable Override & Approve for Users
• Use Override & Approve

Enable Override & Approve for Users

1. Go to the Contacts Icon on the toolbar and select 'Users' 



2. Click the 3 dots on the right of the User's row and click 'Edit Document Permissions'

3. Or to update multiple Users at once, click the check box to the left of each Users' Name and click 'Bulk Update'



4. Select 'Override Invoice' on the 'Edit Document Permission' window



5. Click 'Save'

The Override & Approve feature will now be enabled for the selected users. When viewing the Users page in list view, this will appear under the 'Document Permission' column.

Use Override & Approve 

When an invoice is in the approval process and an override is needed, any approver that has this feature enabled can use the Override & Approve function.



The Override & Approve button skips all remaining approvers in the Invoice Rules. Once the invoice is at the end of the invoice journey it will go to Strata Master for payment. 

If the Organisation Admin hasn't enabled this feature for a Strata Manager, the option to override & approve an invoice won't be available.





Sometimes the Override & Approve feature will be available for an approver even if this permission is NOT granted to them. For example, if an invoice is below the minimum amount for approval or a Recurring Rule is in place. 

In these instances, the approver can select Override & Approve to bypass the remaining approvers.

 

Note: To minimise the risk of incorrect payments, Override & Approve isn't compatible with Bulk Approve.

For more information, please see Schedule an Invoice for Payment, Add a Recurring Rule for an Invoice and Invoice Rules.

Organisation Admins should contact us with any further questions regarding this process.