Uploading Invoices (Under Cases)
In the cases section, you can upload invoices by entering the amount, invoice number, and linking the company.
Attach a copy of the invoice and save.
When marking a case as completed, the invoice is pushed into the invoice approval section.
Invoices from Preventative Maintenance (Through Calendar > Select Event)
Invoices also feed in from preventative maintenance events.
Upload the invoice, save, and mark the event as completed to push the invoice into the approval section.
Reviewing Invoices (Under Building > Invoice Approval)
Team members can review invoices by approving them individually or as an overview.
Invoices can be marked as under review or approved one by one.
Sending Invoices for Approval (Under Building > Invoice Approval)
Invoices can be sent via email for further review before approval.
Include a subject description, attach the Excel file, and send it out.
Approving Invoices (Under Building > Invoice Approval)
Recipients can mark invoices as approved either individually or in bulk.
Approved invoices move to the approved section for tracking.
Reporting and Exporting (Under Building > Invoice Approval)
A history of all invoices is maintained in the platform.
Run reports to view invoices for specific date ranges and export them.
All invoice history is saved within the platform for reference.