Vantaca Home - How to Approve Invoices as a Board Member

This article provides instructions for Board Members, who have been given the role of Board Invoice Approver, to approve invoices from Vantaca Home. You'll learn how to view all the invoice tasks assigned to your role as the Association's Board Invoice Approver, Approve or Decline an invoice , and view Messages.

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.

To approve an invoice:

1. Log into Vantaca Home and navigate to Board Actions > Invoices. 
   The Invoices page lists all invoices assigned to your role to the My Items tab. Here you can view information such as Service Provider, Invoice Date, GL Description, as well as other helpful info by clicking the three dots next to any of the column headers and adding/removing columns.
   
   
    
2. Click the Paperclip icon in the Attachments column to open attachments, including the original invoice, as needed. 
3. Click the Ellipses  icon to immediately Approve, Decline, or Send a Message about this Invoice.
4. Click View to open the Action Item Details for the invoice. 
   
   
   
   There are three available tabs on this page: 
   • Messages: Shows you the step-by-step history of this Invoice, including any changes or approvals that have taken place up to now.
   • General Ledger: Displays GL details for this invoice. Board Invoice Approvers may also have the ability to edit these GL details, based on their permissions.
   • Recent Invoices: Shows recent invoices paid from this Association/Provider. If your board notices a possible duplicate, this is the final time before expensing the invoice that you can decline or change this information.
     Note: You may not have the ability to Edit or Create Invoice Details depending on your permissions found within Vantaca in the Settings > Role > Portal > Board Invoice section. The Edit and New Invoice Detail permissions will control who has the ability to edit and/or create GL Details on Invoices in Vantaca Home.
5. Click Approve or Decline as needed.