Optimiza Tu Proceso De Facturación Con Nuestra Plantilla De Factura De Gestión De Propiedades Para Compras

Property management invoice template for Procurement

today we are going to go over how to process invoices once you log into yardi this is the screen that you will see and you are going to change your rules to pay scan you are going to start by saving your invoices into a file I have mine all saved under invoices forend by year month and day so today we are going to upload these invoices so you will go to invoice register import invoices at this point you have already added all of your POS and put them on your invoices for easy access you will click open PDF find your file that you have saved your invoices to and you can in attach all of these at the same time and click open it will take some time once you see them all here you will click on the one that says front and you will just input all of the information you do not have to put in the pay if you have a PO so I just go and do my property I put my invoice number in the date and the PO number along with the amount you will go through and do this with all of them but we will start with just the one for now once you put in the information you will click import batch it'll say that it has been imported you'll go back to invoice register invoice register dashboard and you can click leave hit submit and this will bring up all of your open invoices sometimes it does take a little bit you'll see here this is the invoice that we just imported because we allocated the PO it will say keyed and matched you will click the control number to open up the invoice and at this point you want to make sure that everything does match so this invoice is for 409 King Arthur Fort for $345 my invoice is the same you will come and change your due date next up send to regional manager and hit save I have already entered this invoice so it will populate as a duplicate but normally what will happen is it will change to this screen where it will update and the current step is now send to regional manager