Invoices can be reviewed at any point and also in varying places across the platform. Below is where to find and mark invoices as reviewed in the Voly Platform.
OK to Pay
The captain or admin can mark an invoice as ‘OK to pay’ to indicate that the invoice can be paid.
This setting will default to the captain but if you’d like to change it, please contact your Client Relationship Manager who will change the permissions in your settings.
How to use the OK to pay button
Once you’ve reviewed the invoice, tick the red to turn green, marking the invoice as ‘OK to pay’.
Alternatively, you can go to ‘Unpaid Invoices’, on the right-hand corner of your screen (for the administrators, click ‘Accounts Payable’ first, then ‘Unpaid Invoices’).
You can use the filter ‘Not OK to pay only?’ to see only invoices you haven’t reviewed yet.
Once the invoice has been reviewed, tick the OK to pay button to turn it green.
Mark Invoices as 'Reviewed'
Admins can mark an invoice as ‘Reviewed’ before the payment is processed. This is a separate step from the ‘OK to pay’ button.
Every admin user will be able to mark invoices as reviewed.
How to mark invoices as ‘reviewed’?
1. There are several places where the review status can be accessed and viewed: Within the invoice list and invoice, within the Approvals tab when an invoice is awaiting approval, and through Accounts Payable on the Unpaid Invoices report. The review status is visible to all system users but can only be changed by admin users.
2. The eye icon indicates the review status, when clicked it will open the single-page invoice review panel, as seen on the next page.
3. Invoices can be edited using the edit mode if needed. When ready the invoice can be marked as reviewed by clicking 'Invoice not reviewed' in the lower right corner.
4. The eye Icon will then update in all visible locations, to reflect the reviewed status of the invoice. The review history will then be visible within the invoice comments.
Still have questions?
Send us a message through the chat icon in the web app, email us or keep looking through our Help Centre for more information.