Classic Portal - How to Approve Invoices as a Board Member

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.  

Accessing Board Member Action Items

Log into the portal URL given to you by the management company and click Board Action Items under the Board section of the Navigation Bar.

The page will automatically populate with all invoices assigned to your role. All the Action Items displayed in the grid are waiting to be Approved or Declined by a Board Member.

Invoice Action Item Details

Clicking the dropdown arrow on any Invoice Action Item will open additional information about the Invoice like the what GL the invoice is coded to along with any previous invoices from the Service Provider. Note: Invoice action items will have a Messages, GL, and Recent Invoices tab, whereas a Maintenance Request action item or CCR Violation will just have the Messages tab.

Invoice Attachments

Click the paperclip icon to open an image of the invoice in a new window.

Approving or Declining

By clicking the orange hamburger menu button you have options to either approve or decline this request or send a message. 

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