Reviewing Invoices in the Homeowner App
Reviewing Invoices in the Homeowner App
Board members with the proper permissions can review and approve or decline invoices.
Open the Menu and tap Invoice Approval.
On the Invoice Approval screen, tap Approve or Decline on each invoice item or tap an invoice item to view invoice details and approve or decline the invoice.
On the Invoice Details screen, you can:
Tap the Previous and Next arrows to move through the invoices if multiple invoices need to be reviewed.
Tap More to show the Bank Account Details such as the account balance. (The Show Bank Balance in Board Invoice Approval Screen setting on the System Settings > Miscellaneous Parameters screen in the WebAxis Admin Portal must be enabled for the bank account details to be visible.) If you are using universal navigation, click Settings > Resident Portal Management > Miscellaneous Global Settings.
Tap Preview Invoice to view the invoice if one is available. Tap the invoice to view, download, or save it.
Tap View Recent Vendor Payment to view recent payments to the vendor.
Tap View Prior Approvers to view a list of prior approvers.
To approve an invoice from the Invoice Approval screen or Invoice Details screen, tap Approve. Tap Yes on the Confirmation popup. Tap OK on the Invoice Approved popup.
To decline an invoice from the Invoice Approval screen or Invoice Details screen, tap Decline. Tap Yes on the confirmation popup. Tap OK on the Invoice Declined popup.
On the Decline Reason screen, enter a Decline Reason and tap Submit. Declined invoices will go back to the management company as a Held invoice, where it can be updated and sent back for approval.
