Completing an Invoice Approval
Completing an Invoice Approval
The Invoice Approval section allows board members to review and approve vendor invoices. This ensures transparency and accuracy in financial transactions before payments are processed.
Follow these steps to view the vendor invoices:
Click the Boardroom
icon.
The Boardroom page displays. Click Invoice Approval.
The Invoice Approval page displays the complete list of vendor invoices. In the Search field, enter a Vendor Name or Invoice Number to automatically filter the list.
Click Vendor Info to view the detailed vendor information including recent vendor payments and current work orders.
Click Invoice to view the associated invoice.
Click Bank Balance to view the account associated with this invoice payment.
Click Deny to reject the invoice or click Approve to indicate board approval. Board approval does not complete payment. The management company must still complete the final steps to process and pay the invoice.
Note: If you click Deny, enter a Decline Reason and then click Deny.