To authorise a contractor invoice

The procedure to authorise a contractor invoice is as follows:

1. Navigate to Quick Menu > Repairs > Finance > Invoices. The Invoices window is displayed.
2. Select a contractor from the alphabetical list or type its name into the Search Contractor field 1. A list of associated invoices is displayed in the Invoices summary table.
3. Double-click on the row containing the exact invoice match 1.
4. Click on Authorise 2. The invoice status is updated to Authorised Invoice or Awaiting Second Level Authorisation.
5. Repeat steps 1 through 4 to complete subsequent levels of authorisation 3.

Tip

1 To aid the selection process, rows can be reordered by clicking on any of the available headings: Invoice ref, Invoice date, Payment due, Gross value, Status.

Note

1 The Search Contractor field will match against any element of the contractor name.

2 Authorisation permission is only granted to user accounts with the First level invoice authorisation attribute activated and a repair authorisation limit exceeding the total invoice value. Where the value of the invoice differs from the original order, authorisation permission is only granted to user accounts with the Second level invoice authorisation attribute activated and a repair authorisation limit exceeding the variation amount, either by value or percentage.

3 The steps to complete an invoice authorisation level are identical but will likely be conducted by different system users depending on their authorisation permissions; a notification message will be displayed, confirming which user accounts have the correct level of authorisation to progress the invoice onto the next stage.

See related topics...

To raise a new contractor invoice

To add detail lines to a contractor invoice

To set repair authorisation limits for a user account