Document Workflow - Approvals and Exceptions

Approvals and Exceptions

There will be some circumstances where you do not want invoices to process, these could be that the tenant has vacated or the property has been made inactive. These are called Exceptions. Palace has some set Exceptions:

  • No tenant against the property
  • Multiple tenants against one property
  • You can also set a Manual Review - This means that every invoice for that property is going to be forced for approval. (This is set in the Property screen under Options - top right-hand side)
  • If your Owner or Tenant is not to be charged for Water, in the Property Edit screen there is a tick box under the Options Tab, if you tick this, then Palace will look for this tick during the water rates processing and will not charge.

If an Invoice then comes through that fits one of the exceptions, it is marked by showing as yellow in the Invoices list, which means it is waiting for approval.

You can approve this yourself or you can click on send for approval and then it will move to the Approval Tab (on the home screen) for approval from the Property Manager, once that invoice is approved, it will change from Yellow to Blue in the Invoices list.


Reaching out to our support team:

When creating a support request please ensure you have placed as much information as possible to help the support agent to investigate your query. I.e., full contact details, contact number, company name and items regarding the issue you are experiencing. I.e., tenant/owner/supplier/property name, a copy of a report (if possible).

If you require additional assistance, click here to submit a support request or click on the pink/white Help button from within Palace.

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