Pending Approvals with Image
Pending Approvals with Image
NOTE: If you are unable to see pending invoices on the Pending Approvals screen that you think you should be able to see, make sure:
Your user name is listed in the Authorized column on the Invoicing tab of the Setup > Association Setup screen. (see Setting User Invoice Preferences) If you are using universal navigation, click Associations > Associations > View All.
The user group you are assigned to has the correct Vendors - Invoicing permissions on the System > Security Permissions screen. If you are using universal navigation, click Settings > Security > Security Permissions.
You have the proper user invoicing privileges on the Invoicing tab of the System > Users / User Information screen. (see Giving Users Permission to Approve Invoices) If you are using universal navigation, click Settings > User Management > User Management.
Select Vendors > Pending Approvals (Image) to view an image to the right of the screen of the invoice that was scanned. If you are using universal navigation, click Payables > Invoices > Pending Approvals (image).
To view the original email associated with the invoice (if available), select the Email Content tab on the screen. The email is read-only. An AI-generated email summary is marked with the Cephai+ logo.
Complete all information then click Approve, Decline/void, or Hold.
Invoice: Shows the number of invoices for approval. You can use the field or arrows provided to skip to subsequent invoices.
Approvals: /1 indicates the number of required approvals. 1/ indicates the number of approvals that have been completed.
NOTE: Click on 1/1 to see details of the user or board member that approved an invoice with the date and time.
Association: Choose a single association or All Associations from the dropdown.
Show Future Invoices: Dropdown to view invoices that are 30 days out or None.
Expense For: Date is blank and may be used to override the system default (invoice) date.
NOTE: The optional date entered in this field must be a date that is in an open fiscal period (this applies only to accrual communities).
Invoices on Hold: A yellow box displays the number of invoices that are on hold. Check Show to include invoices that are in a hold status.
The following fields contain details regarding the current bank balances for accounts used for payment for the list of invoices:
Bank Account Name
R: Indicates a reserve bank account.
Account Balance: Based on the GL recorded for this account in CINC.
Ready for Payment: Indicates invoices that have been approved but not yet paid.
Remaining Balance: Can be used to determine if the association has enough funds to pay invoices.
After Approval Balances
