Processing Invoices in Entrata PMS for Corridor

Introduction

This guide provides a detailed walkthrough on how to process an invoice in the Entrata Property Management System (PMS) for the client Corridor. By following these instructions, users will be able to efficiently handle invoices, ensure accurate record-keeping, and maintain smooth operations within the system.

Step-by-Step Instructions

Receiving and Reviewing the Invoice

First, receive the invoice attachment and check if there are multiple attachments or just one. It's important to verify the invoice details, such as the vendor and property name.

Creating a Ticket

Create a ticket in the system to start processing the invoice. This step helps in tracking the invoice processing status.

Organizing Daily AP Invoice Folder

Set up a folder for the day's AP invoices. This ensures all invoices are organized and easily accessible for future reference.

Saving the Invoice in ShareFile

Access ShareFile where all Corridor processed invoices are stored. Locate the appropriate vendor folder, in this case, Bellamay, and save the invoice using a specific naming convention: "Apartments, Invoice Number, Date".

Entering Invoice Details in Entrata

In the Entrata system, go to the Accounting section and find the Invoice area. Click the plus icon to start entering a new invoice.

Uploading the Attachment

Upload the invoice attachment to the system before entering other details to avoid forgetting this crucial step.

Filling in Invoice Information

Fill in the necessary fields: Vendor (Apartments), Invoice Number, Total Amount (809), and ensure the current balance is accurate. Verify the post-month and code from email instructions.

Checking and Saving the Invoice

After entering all details, save the invoice and re-check to ensure everything is correct, including the vendor, property, and account codes.

Final Verification and QA Preparation

Perform a final verification to ensure all entries are accurate. Copy the Invoice Number and paste it into the QA ticket for the person responsible for quality assurance.

Conclusion

By following these steps, users can effectively process invoices in the Entrata PMS for Corridor. The guide ensures that all necessary details are accurately captured and verified, facilitating a smooth workflow and maintaining reliable financial records.