Lumary PM - This article explains how to quickly authorise or reject multiple invoices at one time in a bulk lot in Lumary PM.
If you need to bulk authorise invoices this function can be performed via the ‘Bulk Authorise’ tab. The ability to reject invoices in bulk is also possible via this interface.
Clicking onto the ‘Bulk Authorise’ tab will display the following screen.
To bulk authorise an invoice start by:
- Ticking the checkbox next to specific Invoices or ticking the checkbox in the header row.
By ticking the checkbox in the header row, this will tick all the checkboxes for invoices displayed on this page.
- Navigate to the top right-hand corner and then click the ‘Authorise’ button.
If you need to bulk reject invoices, complete step 1 and then:
- Navigate to the top right-hand corner and then click the ‘Reject’ button
Only invoices with a status of 'Ready for Submission' or 'Authorization Required' will be able to be bulk authorised or rejected.