If you are scanning a receipt please write in clear print the property address.
From the Web
To upload a bill go to Accounting>Approvals
Under Pending Approvals select the Scans tab
Click on Upload Bills and upload your invoice/bill document
Click Save
Please give the system a moment to update and refresh the page if needed
Go into the line item that you just scanned and review the information to confirm the accuracy and make edits if needed
From email
Forward Etransfer emails directly to [email protected]
Send your invoices to [email protected] *each invoice must be in PDF file format and should be sent individually
*Please note that the email you are sending from must be recognized in our system as an authorized user email address
From the Manager App
Select the Bill Scan icon on the top right
Scan your bill from the paper in front of you or from your computer screen
This will then appear on the Scan tab in Approvals
Review the scans
Best practice would be for the person who scanned the invoice to review the details and confirm that the bill is accurate
Select the scan
Review the fields and make any changes if needed
Add notes
Select if you want to add a mark-up or if you want to split the GST/HST
After you have reviewed the scan and made any adjustments change the review status by selecting the three dot menu
If the status is the green checkmark your team will know the bill is ready for approval
Approve or Decline the Scan
Go to the Scans and Approve or Decline the bills
Approving will create a payable
Declining will remove the bill
Please note that you cannot scan the same invoice twice. If you have scanned an invoice and don't see it in the approvals page please check your payables table to see if one of your team members has already approved the scan or has already created the bill. Be sure to check both outstanding and paid status.