Managing and Troubleshooting Invoice Approval Workflows in CINC Core
Managing and Troubleshooting Invoice Approval Workflows in CINC Core
Invoice approval workflows in CINC Core are essential for ensuring smooth financial operations.
Invoices follow a structured workflow that includes submission, approval, and payment. Users with appropriate roles and permissions can manage these workflows to ensure compliance and efficiency.
Here are some common issues and how to solve these:
Verifying Invoice Approvers
If a user is unable to see invoices for approval, it is likely due to user role configurations. Ensure that the user is listed as an approver for the association. Only users configured as approvers will see pending invoices for approval. See Giving Users Permission to Approve Invoices
Additionally, invoices from certain vendor types may bypass board approval if the vendor type is not configured to require it. See Setting User Invoice Preferences
Ensuring Invoices Move to Ready for Payment
Invoices will only move from Pending Approval to Ready for Payment if approvals are recorded using the Homeowner & Board Portal, Homeowner & Board App, or CINC Connect to complete the approval process. Approvals made outside the system (e.g., in meetings or via email) will not trigger this transition.
You can confirm that approvals are completed in CINC Core using the Vendors > Invoices / Invoice List screen. See Searching for Invoices If you are using universal navigation, click Payables > Invoices > Invoices.
Once an invoice has received all approvals needed from the management company and board, it is ready for payment. See Paying Invoices