If you're a Committee Member or Owner nominated as an invoice approver for a building, you can approve the invoices allocated to you singly or in bulk.
To bulk approve Invoices
1. Go to the Document Page (Document Management System) File Icon
2. Select the 'Invoices' tab
3. Click the checkboxes on the left of the row to select Invoices to Approve
4. Click 'Bulk Actions'
5. Select 'Approve [#] Invoices' from the drop-down menu
Note: The number of Invoices selected for bulk approval will appear on the drop-down
6. Click 'Approve'
If you're happy with the invoices click 'Approve' to approve all selected Invoices and send them to the Strata Manager for payment
Note: When the Arrow Icon is clicked in the Bulk Approve window, it opens the Invoice in a new tab where the details of the Invoice can be approved.
When bulk approving Invoices of the same Plan Number, the system will provide a total for the selected Invoices.
Note: If the amount exceeds the current bank balance for the building, you'll see an error message that there are insufficient funds to pay the invoices.
Expanded View
You can also use the Expanded View to view more details
The Expanded View shows each Row Item/s added for the invoice, including the description, GL code, and Group Code.
For expanded View, select the circle icon at the left
Note: This option is only available if List View is the current view, rather than Grid View.
Committee Members and Owners should contact us with any further questions regarding this process.
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