Working with Blockworx Contractors - Diarised Charges

Working with Blockworx Contractors - Diarised Charges

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This article is part of the Working with Blockworx Contractors section.

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Managing diarised charges with a contractor using Blockworx is now slightly different:

  1. When you run a diarised charge, the contractor will receive a notification in their Required Invoices area.
    1. This alerts the contractor to submit an invoice for approval.
Notes
If the "Blockworx Company PreFix" system option is filled in, the prefix will be added before the diarised charge ID in the CPL transaction. This acts as a short code for your company.


  1. The invoice will be sent to CPL, where you can view, approve or reject it.
Notes
If the "Auto Suspend DCs For Blockworx Contractors Only" system option is turned on, until approved, the invoice will be suspended in the contractor's Purchase Ledger Account, visible in the Transaction Activity tab.

To approve or reject the invoice:
  1. Go to the Purchase Ledger tab.

  2. Click Outstanding Diarised Charge Authorisations in the pin panel on the right:



  3. The invoice will be displayed with a preview of it.
    1. The Blockworx DC Reference column helps identify the diarised charge to which the invoice relates:



  4. Enlarge the window to full screen size and drag the slider at the bottom to reveal all columns:



  5. To reject it, click Reject.
    1. This removes the invoice and the contractor will be prompted to submit a new one.

  6. To approve it, click Approve.
    1. The invoice will turn green, indicating it's authorised.
    2. Click on another invoice in the list to make it turn green:



Info
Once approved, the diarised charge will no longer be suspended and will be included in your payment runs.
It will also appear in the Hold File, where it will be processed as usual.

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