What is my default invoice list?
Default invoice list is the list that will populate ONLY invoices assigned to you and your role for the building you are involved in the approval steps.
You need to ensure you have no safe search filter marked as default.
To do this, navigate to Invoices, select Invoice list, click the Saved Searches Tab and click the Remove Default link if any of the searches on the list is marked as Default.
To then populate your default invoice list, please hover on Invoices and select Invoice list from the drop-down list.
I have a role in the invoice approval for development ‘X’ but do not have any invoices on my default invoice list.
Invoices that have been uploaded to the system before a user was added to the building approval steps of a building will not populate on their default invoice list even if the invoices are assigned to their role.
Only new invoices uploaded after the user was added to the building approval steps will populate for the user to approve.
If a user was added to the approval steps of a building before the missing invoices were uploaded and they still do not populate on the users default invoice list.
Please - instruct the user to they check and ensure they do not have have a safe search filter set up that has been marked as default. If they do not, please contact Dwellant Customer Service.
I have approved an invoice, but this has now disappeared from Invoice List.
Yes – This is perfectly normal, once you have approved an invoice it disappears from your default invoice list. This means it has moved on to the next phase of the approval process.
I cannot see invoices for all my buildings.
Please navigate to each building using jump to feature and check you are involved in the building approval steps of the building.
Please check and confirm that you are at the MA level when you are populating your invoice list.
Liaise with your system administrators to confirm when you were added to the building approval steps of the buildings you are not seeing invoices for.
I am an APM for building ‘X’ but an PM for building ‘Y’ (can there be dual roles created)?
No dual roles aren’t allowed in role base.
When I try to process an invoice, I get the message “No valid approval roles”.
This means you are attempting to process an invoice that its value is greater than the approval limit of everyone set up at the building approval steps of that building.
Can I change the invoice handling group of a building?
Yes, you can, it is advisable to do this only IF necessary.
I have removed someone from a handling group of a building, what happens to the invoices assigned to the individual.
The invoices are moved on to the next individual with the higher approval value than the person you removed.
What does a building role mean?
This is a role that you assign to a user that exists only at the building level and you want to be involved in the approval process of invoices for that building.
Can there be more than one user with the same role in a handling group.
Yes, this is perfectly fine.
Can a role marked as a manager role have the lowest approval value in a group?
Yes, this is fine if there isn’t a member role for that group.