1st) Make sure it is in Pending Vendor invoice
2nd) Click Finance
3rd) Click Add
4th) Enter in your invoice number.
5th)You will then select “Materials” under the detail drop down menu and click on “Add Item”
Another screen will pop up; from here you will enter the description as show below:
The quantity will stay at one and the “UNIT COST” would be the total amount for the services.
You will then enter in your “Description of Work Performed” as shown below:
Once completed click on the black floppy disc to save the invoice.
Then attach any needed items by clicking on the
Lastly, to submit your invoice you will click “Actions” and "Submit Invoice".
Your PM invoice has now been submitted for approval and payment.
If you still have questions or need assistance please click on the below button and request help from one of our training/support specialists.