To approve and issue Bills, you use the Tenant Approve and Issue Bills Activity.
Bills need to be approved before they can be issued.
Opening the Tenant Approve and Issue Bills Activity
Click on Tenant Approve and Issue Bills Activity
Approving Bills
To change the status of one or more Tenant Bills to Approved:
Select one or more Tenant Bills
Click Change Status
Click Approve Bill
If all the selected Tenant Bills have a status of 'Normal', their status is changed to 'Approved'. The Bills table is displayed with the updated status.
If the currently selected filter options / criteria do not support this status then the Tenant Bills will not be visible in the Bills table.
In this instance, change the filter:
Alternatively, if any of the selected Tenant Bills do not have a status of Normal, the Unable to perform pop-up is displayed:
Click OK to close the Unable to perform pop-up.
Un-approving Bills
To change the status of one or more Tenant Bills to Normal:
Select one or more Tenant Bills
Click Change Status
Click Undo Approval
If all the selected Tenant Bills have a status of 'Approved', their status is changed to 'Normal'. The Bills table is displayed with the updated status. If the currently selected filter options / criteria do not support this status then the Tenant Bills will not be visible in the Bills table.
Alternatively, if any of the selected Tenant Bills do not have a status of 'Approved':
The Unable to perform pop-up is displayed:
Click OK to close the Unable to perform pop-up
Issuing a Bill
To change the status of one or more Tenant Bills to Issued:
Select one or more Tenant Bills
Click Change Status
Click on the Issue Bill icon
If all the selected Tenant Bills have a status of 'Approved', their status is changed to 'Issued'. The Bills table is displayed with the updated status. If the currently selected filter options / criteria do not support this status then the Tenant Bills will not be visible in the Bills table.
Alternatively, if any of the selected Tenant Bills do not have a status of 'Approved':
The Unable to perform pop-up is displayed:
Click OK to close the Unable to perform pop-up