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  3. Invoice Processing

Invoice Processing

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  • How to Approve an Invoice
  • Transfer Invoice Assignment
  • Invoice Transaction Date
  • Invoice Due Dates
  • Setup Invoice Rules for New Buildings
  • Managing Processing Failed Invoices
  • Sending Reminders to Invoice Approvers
  • Deleting Invoices
  • Cancel an Invoice
  • Place an Invoice on Hold
  • No Payment Required Invoices
  • Invoice Approval Workflow Exceptions
  • Smart Invoice Extraction
  • Managing Duplicate Invoices
  • How to Bulk Approve Invoices
  • Managing Failed Invoice Extractions
  • Toggled Views for Documents and Invoices
  • Invoice Override and Approve Feature
  • Schedule an Invoice for Payment
  • How to Link an Invoice to a Job V 1.0
  • Add a Recurring Rule for an Invoice
  • Add a 'Priority' Banner to an Invoice
  • The Role of the First Approver
  • Invoice Processing
  • Bank Account Balances: Admin, Capital Works, Available Cash, Investment and Reserve Funds
  • How to Approve or Reject an Invoice
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