Reviewing Invoices
Reviewing Invoices
Board members with the proper permissions can review and approve or decline invoices.
NOTE: Menu path and screens may vary depending on page layout and template design.
Select Board Portal / Invoice Approval.
Use the Previous and Next buttons to move through the invoices if multiple invoices need to be reviewed. Display of the Account Balance is controlled by the Show Bank Balance in Board Invoice Approval Screen setting on the System Settings > Miscellaneous Parameters screen. If you are using universal navigation, click Settings > Resident Portal Management > Miscellaneous Global Settings.
To view recent payments to the vendor, click the View Recent Vendor Payments hyperlink to open the Recent Vendor Payments popup.
Click the View hyperlink in the Additional Details column to open past invoice images of the corresponding payments as well as the invoice distribution details. Display of the invoice details is controlled by the Show Invoice Expense GL to Board setting on the Settings tab of the System > Company Profile screen in the WebAxis Admin Portal. If you are using universal navigation, click Settings > General > Company Profile.
To see a list of prior approvers if already approved by the management company, click the View Prior Approvers hyperlink on the Invoice Approval screen.
On the Invoice Approval screen, you can:
Click Approve. The system will automatically go to the next invoice if there’s another invoice to review.
Click Decline. On the Decline Reason popup, enter a Decline Reason and click Submit. Declined invoices will go back to the management company as a Held invoice, where it can be updated and sent back for approval.
Click Next or Previous to view other invoices.