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Managing Invoices in MYBOS

To efficiently manage and approve invoices in MYBOS for seamless workflow and record-keeping.

 

Key Steps

  1. Uploading Invoices to Cases (Under Cases)

    • Access your cases in MYBOS and upload invoices by entering the invoice amount, number, and linking it to the respective company. Save the details.

    • Mark the case as completed to push the invoice into the invoice approval section.

  2. Maintenance Schedule Invoices (Under the Calendar > Maintenance Schedule Event)

    • During preventative maintenance events, upload the invoice copy and save the details.

    • Mark the preventative maintenance event as completed to push the invoice into the invoice approval section.

  3. Reviewing Invoices (Under Building > Invoice Approval)

    • In the invoice approval section, review the invoices individually or in bulk.

  4. Sending Invoices for Approval (Under Building > Invoice Approval)

    • Depending on workflow, tick the invoices to send them out via email for further review by the committee or team members.

    • Input subject description, attach the Excel file, and click send.

  5. Approving Invoices (Under Building > Invoice Approval)

    • Team members can review the emailed invoices and mark them off as approved within the platform, individually or in bulk.

    • Approved invoices will move to the approved section for record-keeping.

  6. Running Reports (Under Building > Invoice Approval)

    • Access the platform to run reports on invoices for specific date ranges.

    • Export and save the invoice history for future reference.