Palace handles the whole process of maintenance on properties through to the paying of the invoice. The process starts with creating a works order, which is sent to the creditor. Palace keeps records of all the works orders, from scheduled through to complete. There is a report system which allows you to track progress of the orders. When the invoice is received, Palace takes you through charging the property and paying out the creditor.
There are three ways of processing an Invoice
- Through a works Order - Instructions below
- Through the Invoice Creditor transaction directly - Instructions below
- Using the Barcode Scanner - See the Barcode Scanner - Help File
Contents:
Entering a new Creditor
Setting up default invoice wording for Tenant Invoice (Through Expenses)
Work Orders - Setting the option
Creating a Works Order
Disbursement Levels explained
Priority Levels Explained
Completing and Invoicing through the works order
Entering an Invoice through Transactions - Invoice Creditor
Repetitive Creditor Invoices - Setting Up
Processing the Invoices
Part Payments of Invoices - Setting Up
Processing the Invoices
Creditor Payments - Generating Creditor payments by batch
Single Creditor Payments
Creditor Reports
Scheduled Works Orders Report
Reversing an Invoice/Creditor Payment
Attaching a scanned Invoice to a Transaction
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