Invoice - Action Item Work Flow (Basic)

Summary:  This visual guide will help breakdown the linear process of an invoice coming in to Vantaca, to being paid out of Vantaca.

1. Invoices land in Vantaca via manually creating an Invoice action item, or an email hitting an Invoice@ email that flows in to Vantaca.
2. OCR will attempt to parse information from the Invoice image.
3. AP will code the invoice based on the attachment.
4. AP Steps it to the Manger to code if needed. 
5. If invoice is completely coded, it will check to see if this invoice has already been paid, if not, it will land with the Manger for their Approval - Accounting>Approve Invoice
6. Managers approval will send it forward to the Board (If indicated via the Association>Settings)
7. Once all approvals are submitted, it will land with AP Pay to pay - Accounting>Pay Invoices
8. AP marks the selected invoice to be paid.
   1. If Pay Type = Check or In Office Check - a check will hit the Mailroom>Check Queue.
   2. If Pay Type = ACH - ACH File will be passed from Vantaca to the integrated Bank. (**Only if Service Provider ACH Details have been entered - Service Provider>Payment Method)
   3. If Pay Type = Auto Draft - No Check or ACH will be issued, the expense and payment will be recorded. 
9. Mailroom>Check Queue to cut any checks in house.