CIS - Invoice Authorisation
Invoice Authorisation Search
CIS Subcontractor invoices are authorised for payment using the Subcontractors' Invoice Authorisation option.
When this option is selected the authorisation window will open together with a Search window.
The Search window enables you to locate the invoices that you wish to authorise for payment. Only posted invoices will be displayed.
Enter the search criteria that is to be used to locate the invoices that are to be considered for authorisation.
Click Display to activate the search and retrieve and display the list of invoices.
Search criteria that can be used includes:
Supplier code;
Surveyor - as entered on the CIS Summary window when the transaction was entered;
Sent to and Sent On - as entered on the CIS Summary window when the transaction was entered;
Invoice number - or range of invoice numbers;
Batch reference;
Entered By - the user ID;
Invoice date - or range of invoice dates.
Options
The search window has the same functionality as other search windows within Access Accounts.
Set search default - enables you to change the search default for all the selection fields.
The default is Range which will be applied where the entry of a range of values is enabled.
You can set all the menus to Begins, Contains, or Equals by selecting from this menu.
Selections can then be changed individually.
Clear - clears all the fields on the search window.
Authorisation
If you have selected the system option Invoice Authorisation Required, you will not be able to process remittances for subcontractor invoices until the invoices are authorised.
To do this:
Select Subcontractors' Invoice Authorisation.
Use the Search window to locate the invoices that you wish to authorise for payment. Only posted invoices will be displayed.
All the posted invoices that match the search criteria you have entered and have not been authorised for payment, will be listed.
For invoices that you wish to authorise for payment, change the NO flag to YES with a double click on the transaction in the list or using the switch buttons above the NO/YES column.
Update the status of the invoices by clicking OK.
The switch line button can be used to change the status of selected lines. The switch all button can be used to change the status of all lines.
When the invoices have been authorised you will be able to select them for payment in the remittance windows.