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Processing Invoices

This document provides an overview of processing invoices in the Nexus Payable module. It describes how to process image invoices that are mailed to Nexus by verifying invoice details on the index tile and adding line items with descriptions, prices, and account codes. It also covers processing invoices received from vendors by converting them and proceeding to code the invoice. The function buttons are described which allow actions like saving, submitting, placing on hold, and managing images.

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170 views4 pages

Processing Invoices

This document provides an overview of processing invoices in the Nexus Payable module. It describes how to process image invoices that are mailed to Nexus by verifying invoice details on the index tile and adding line items with descriptions, prices, and account codes. It also covers processing invoices received from vendors by converting them and proceeding to code the invoice. The function buttons are described which allow actions like saving, submitting, placing on hold, and managing images.

Uploaded by

manager
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Nexus Payable Process

MODULE 2

Module Overview: Processing Invoices


A. Processing an Image Invoice to be Processed (Invoices Mailed to Nexus)

i. Go to Dashboard and select Image Invoice to be Processed.


ii. Invoice will appear on left side of screen. Function Bar is the dark blue bar that is
located in the middle section of your screen.
iii. Index Tile- Verify invoice #, date, due date, invoice total, post period (current Yardi
post month) are correct and that invoice is for your property. If the Yardi post month
and Nexus post month do not match, the invoice will not sync to Yardi.

iv. Click Add/Edit Lines


v. Enter item description. Items in the same category (plumbing, electrical, etc) can be
combined on one line. Enter item description, price and account code. Always separate
capital items for Replacement Reserve draws and make sure to be detailed and include
unit # so that it carries over to your financial reports.

vi. Click the gear icon to submit (ready for processing). Once submitted, your Regional
Assistant will be able to review and approve the invoice.

B. Processing an Invoice Received from a Vendor (Vendor Connect Invoice)


i. Go to Dashboard and select an Invoice Received from a vendor.
ii. Click on gear icon to convert/create invoice.

iii. Proceed with coding the invoice as in Step

iv. History Log will show invoice history


Function Buttons

Close Window- closes the in progress window


Next Invoice
Previous Invoice
Save Invoice- Saves only, does not submit for processing
Apply Template
Forward- Forward the image as a PDF attachment to another user or vendor
Budget Report
Split Screen- Can collapse or expand to see invoice
Change Property- Multi-site manager can toggle between properties
Print- Can print invoice
Upload Items- Can add .csv files to invoice
Place on Hold- Place an invoice on hold to research or have an RA delete
Void- Once voided an invoice cannot be reactivated. If duplicate- better to place on hold and have
RA delete.
Manage Images- if multiple images were uploaded you can view other images
Upload Image- Add an additional image
View Image- Allows you to view the uploaded image.

** Function buttons will vary based on permission and type of invoice.

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