Add a Recurring Rule for an Invoice

Organisation Admins can make changes to Recurring Rules for invoice processing on the Building Profile.

Recurring Rules must include minimum and maximum invoice amounts to ensure the recurring invoice is submitted within an expected price range. 

With Recurring Rules, an invoice can be sent directly for payment, bypassing the approval process. View the Recurring Rule History for all changes to recurring rules.

Add a Recurring Rule

1. Go to the Buildings page (Buildings Icon )

2. Select the Building 

3. Click the Address to go to the Building Profile

4. Select Building Rules

5. When Building Rules opens, click the 'Recurring' tab

6. Click the '+' button to add a rule

7. Add a Description to explain the rule

8. Select the Recurring Rule Type

9. Add the required Contractor or the GL Code

10. Add the applicable Minimum and Maximum price range

Note: When adding contractors, the System will display the Name and Business Number to assist users in selecting the correct contractor when adding the Recurring Rule. 

11. Click 'Create'

The newly created rule will appear under Recurring Rules.

Note: There can only be one recurring rule for each Contractor or GL Code.

When an invoice is submitted for approval with a matching GL Code or Business Number and the amount is within the set price range, the First Approver is presented with a Recurring Invoice Alert that prompts them to Override & Approve the invoice.

The Override & Approve button bypasses any remaining invoice approvers from the Invoice Rules.

For more information, please see View and Manage Invoice Rules, Sending Reminders to Invoice Approvers, and Functions and Features of the Building Profile.

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