4.5 Paying Suppliers
4.5.7 Supplier Invoice Approval Process
The Supplier Invoice Approval process provides a mechanism to manage the approval of Supplier Invoices. Each agent can adjust their Preferences on the Home Page to enable them to access the Supplier Invoices widget which will display the number of ...
4.5.6 Invoice Approval Limits
Blocks Online has the facility to allow supplier invoices to be automatically recorded as 'Approved' assuming the value of the invoice is below a threshold limit. In the Block Area you can set approval limits using the suppliers -> Invoice Approval ...
4.5.5 Use Blocks Online to Pay Suppliers
Rather than using Blocks Online to record the payment of suppliers that occurred in the past, you can use Blocks Online to help determine which suppliers are to be paid. This is done by turning on the invoice approval process: 4.5.7 Supplier Invoice ...
4.5.4 Record Supplier Invoice Payment details
Access via the menu option: Suppliers -> Supplier invoices Lookup To pay an invoice: Select the invoice using the [Details] option and then [edit] the invoice Payment details can then be entered – Either the full amount or a partial amount To pay an ...
4.5.3 Split Supplier Invoices
If the block has multiple schedules then the invoice items for each supplier invoice need to be allocated to the relevant schedule. When this is necessary you will see a red asterisk next to the amount field followed by the word ‘[Split]’. When you ...
4.5.2 Record a Supplier Invoice
Access via the menu option: Suppliers -> Supplier invoices This screen lists out all of the supplier invoices. The invoices are presented based on the invoice date and there is a facility to download invoice documents that have been uploaded against ...
4.5.1 Allocating a Supplier to a Block
Before any supplier invoices can be recorded, supplier details need to be entered (see the Workbench: Supplier setup) and the chosen suppliers need to be allocated to the block. Access via the menu option: Suppliers -> Find a supplier Select the ...