Log in to the application with your username & password
Email Rivur Support at support@rivur.com with any log in issues
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Landing Dashboard
Do Not Press This Button! (unless you intend to add a new Property)
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User Settings
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Alerts
Notification Bell
Alerts Tab
This is the best place to view any and all of the approvals you need to take action on
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Help!
There is a help icon on every screen of the application
When you click on the Help icon, it will open a window where you can search for articles or open a chat with Support.
Online Help Center
All online help articles are published in the Online Help Center
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Project Selection
All Project work is seen & done from within a Project.
Select a Project to open the dashboard and navigation for that project.
Project Dashboard
Timeline/Activity Stream
Easily view Who did What and When
All bold items are hyperlinks that take you directly to that item
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Project Settings
The settings for your project are pre-configured (i.e. they likely should not be altered)
Settings Options (Tabs)
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Project Navigation
Within a Project, the different items are found using the left-hand navigation menu
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Budget
View versions of Budgets
In a selected Budget, view amounts, status & timeline
Create Draft Budget (i.e. Create an Editable Budget)
In the selected Budget view, click "Create New Draft" to make an editable copy
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Vendors
In order to enter a Capital Request or Invoice the Vendor MUST be displayed in this list.
Add Vendor
Vendor Add Step 1
First, search to see if the Vendor you need exists in the database
Search results will adjust as you type
If you see the Vendor you need, click “Add to Project”
Vendor Add Step 2
If you do not find the Vendor you need in the database, then click on “Add New Vendor”
Enter the Vendor Name and press Save to add the new Vendor
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Capital Requests
Press THIS Button to Add New Capital Request
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New Capital Request
Select Vendor
- Vendor must have already been added in Vendors section
Purchase Order Number
- Leave Blank: This gets populated at approval (automation)
Description
- Short Description of Request
PDF Documents
- Upload Bids & Final
Comment
- Describe Final Request in detail
Payment Requires Lien Waivers
- Ignore
Is Fully Executed
- Ignore
Account Codes
- Select budget line item(s) to which this request will relate & the amount
- The “Total Allocated” sum is the amount of the Capital Request
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New Capital Request —> Press Save!
And remember: You can always go back & edit later
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Capital Request List View
New Capital Request is now at the top of the list
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Submit Capital Request for Approval
- You MUST Submit the request for approval when it is complete.
- Note the Approval Chain is selected by default
When you press “Submit for Approval"
- Enter a comment and press “Submit”
View Status of Submit Requests
The list of all Capital Requests is displayed when you select Capital Requests from the Navigation Menu and immediately after you Submit a Request
Press “Recall" if you need to “Unsubmit” Request
Press “Return to Draft” to Unapprove (not recommended)
- Note: “Return to Draft” in the Status means the request is Approved
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Invoices
Click on the “Number” column to Select/View/Edit an Invoice
Add Invoice
Press the “Add Invoice” Button to create a new Invoice
New Invoice Data Entry
Select Vendor
Select Commitment (Commitment = Capital Request)
Invoice Number
Invoice Date
Invoice PDF
Invoice Payment Information
- Do NOT check the Paid box. If an invoice is marked as paid, then it will NOT post to HVMG M3 for payment processing.
- Once the invoice payment is issued from HVMG M3, this will be updated automatically and you will see when the invoice was paid, the amount and the check number.
Invoice Comment
- Descriptive Comments!
Final Invoice
- Check if last invoice payable against selected Capital Request
In-Service Date
- Enter Date equipment installed/became in use
Print to Invoice Comments
- Anything entered here will watermark to the invoice PDF included in the draw package
- Note this should NOT be used in place of the general Invoice comments field
Invoice Account Codes
- Allocate Invoice to Budget
- Note these will only show line items associated with the Capital Request to which the invoice is related
Invoice GL Codes
- Total Invoice Amount must be allocated to one (or more) GL categories
- Contact HVMG/Carolann Hardy with questions about how to allocate
Invoice Entry: Total Commitment = Total Amount of Capital Request
- Commitment Remaining Amount = Balance of Capital Request remaining after Invoice is saved
Invoice —> Press Save
Reports
View Data, Download Excel, Check Totals in Reports
