FlairSuite video tutorial
Request approval for a supplier invoice
Record a supplier's invoice as an invoice request, send it for approval, and approve it.
Transcript
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When a supplier sends you an invoice, you record it in FlairSuite as an invoice request, so it can be checked and approved before it is paid. In this short video, we will create one and get it approved.
Invoice requests live under Vendors, Invoices, Invoice Requests. The list shows every request with its supplier, total and approval status. Click Create Invoice Request to start a new one.
Choose the supplier who sent the invoice, and type their invoice number in the Reference box. The reference helps you match this request to the paper invoice later, and the system warns you if it was already entered.
Click Add Item, and choose the expense account the purchase is charged to. Describe what was bought, then enter the quantity, ten, and the unit price, twelve dinars. The totals update straight away, and your work is saved automatically.
When the request is complete, click Send to Approval. Because no approval workflow is set up for invoice requests here, you can approve, return, or reject it right away. You can also add a comment for the record.
Click Approve. The status changes from Draft to Approved, and the request is ready to be converted into a purchase invoice.
That's it. We recorded the supplier's invoice as a request, added what was bought, and had it approved. Thank you for watching.
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