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Finalize invoice entry

Property Management

IC2107
Poweruser
Property Management

Completing invoice entry is a prerequisite for a number of other processes related to incoming invoices. These include, for example, eTASK.Invoice Incoming Workflow or eTASK.Payment Transactions.

Prerequisite

  • Invoice verification does not report any missing prerequisites for completing invoice entry

Procedure in the FM Portal

Path to the starting point: Property Management - Property Accounting/Cost Entry - Incoming Invoices - Incoming Invoices

  1. Open the invoice you want to complete.

  2. In the toolbar under Workflow, click Release Invoice for Review.

  3. Enter any missing data (e.g., payment date).

  4. Confirm the workflow step change to "New."

Invoice entry is now complete, and the invoice can be processed further.

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