Summary: this article provides instructions for Board Members, who have been given the role of Board Invoice Approver, to approve invoices from the Owners Portal.
- Manage all the invoice tasks assigned to your role as the Association's Board Invoice Approver through the Owner's Portal;
- Approve or decline an invoice using the Board Action Items page;
- View messages, the GL code and previous invoices from a vendor.
Log into the portal URL given to you by the management company, and notice the Board->Action Items page at the bottom left.
When you click on this page, you will see that Vantaca pushes all invoices assigned to your role to this page. These are all the tasks or workflow action items that need your seal of approval - or denial in some cases.
By clicking the drop down arrow on any invoice it will allow you to see specific information such as any Messages, the General Ledger, or GL, that the invoice is coded to and any other previous invoices from that particular vendor.
Clicking any paperclip icon will pull up an image of that invoice. By clicking the orange menu button you have options to either approve or decline this request or send a message.
In summary, by logging into the Owners Portal, and with a few clicks, you will be able to take care of all the invoice tasks assigned to your role as the Association Board Invoice Approver. The Board Invoice Approver responsibility is granted by your management company. To be setup as the Board Invoice Approver for your association, please contact your management company about your permissions.