Proposed Invoices - Authorisation

Proposed Invoices - Authorisation

Info
This article is part of the Proposed Invoices section.
Find all related articles here:
If you do not see the Accept Invoice button when accepting an invoice, this means you you will need to request authorisation.

Notes
Switching off the "Proposed Invoices Require Authorisation" System Setting will allow all users to post proposed invoices without requesting authorisation.

Requesting Authorisation

  1. Click Request Authorisation in the bottom action bar.



  2. This will send an email to your supervisor.



  3. The invoice will be marked as Awaiting Authorisation in the main Proposed Invoices grid.


Granting Authorisation for your staff

Once authorisation has been requested, the supervisor needs to follow the below steps to grant authorisation:
Notes
Users will need the "Authorise All Proposed Invoices" permission to grant authorisation for other staff.
  1. Navigate to the Proposed Invoices tab and click Invoices to Authorise.



  2. This will refresh the grid to show all invoices awaiting authorisation.

  3. Highlight the invoice on the grid, and click Authorise in the bottom action bar.



  4. This will open the Proposed Invoice screen and send an authorisation granted email to the user who requested it.



  5. The invoice will now have authorisation details against it in the main grid.



  6. The original user can now go in and accept the invoice following the normal process.

Granting Authorisation for yourself

Notes
Users with the "Authorise Own Proposed Invoices" permission can authorise their own invoices.

To do this:
  1. Once you have requested authorisation, return to the main Proposed Invoices grid and double-click, or click Amend, to open the invoice.

  2. Click Grant Authorisation in the bottom action bar.

  3. This will open the Accept Proposed Invoice screen. Follow the normal process to accept the invoice.

    • Related Articles

    • Proposed Invoices - Querying Invoices Submitted via Proptimo Contractor

      This article is part of the Proposed Invoices section. Find all related articles here: Proposed Invoices If an invoice was submitted via Proptimo Contractor (formerly Blockworx), you can query it with the contractor if it is not correct. To do this: ...

    • Working with Blockworx Contractors - Proposed Invoices

      This article is part of the Working with Blockworx Contractors section. Find all related articles here: Working with Blockworx Contractors Contractors can submit their invoices through Blockworx. When they do, follow these steps: You’ll receive a ...

    • Proposed Invoices - Accepting, Amending or Deleting a Proposed Invoice

      This article is part of the Proposed Invoices section. Find all related articles here: Proposed Invoices When you post contractor invoices from the In-Tray or Blockworx, they will appear in the Proposed Invoices tab for you to review and accept ...

    • Proposed Works - Cancelling a Proposed Work

      This article is part of the Proposed Works section. Find all related articles here: Proposed Works Cancelling a Proposed Work You may decide to cancel a Proposed Work if you do not get enough interest from your clients. To do this: Open your Proposed ...

    • Proposed Works - Overview

      This article is part of the Proposed Works section. Find all related articles here: Proposed Works Overview A Proposed Work is a separate fund set up to handle big, one-off jobs. It helps gauge interest in potential work, and allows you to collect ...