Breeze Premier offers invoice approval workflows. You can set up a workflow with four steps, for example:
Invoice Data Entry: Keys in the invoice and approves small amounts.
Approver 1: Can approve or reject medium amounts, or send the invoice back to data entry for correction.
Approver 2: Can approve or reject large amounts, or send the invoice back to data entry for correction.
Approver 3: Can approve or reject very large amounts, or send the invoice back to data entry for correction.
There is a default workflow, but it can be modified; for example, you can change the names of the steps, change the dollar amounts for each role, or change the routing.
Note: If you need an Approver 4 added, please contact support.
Full Service Invoice Processing
If you enroll in Full Service Invoice Processing, Yardi will do the invoice data entry for you. Your vendors submit invoices to a centralized location, and Yardi will do the scanning and basic data entry. The invoices then appear in Breeze, ready to be reviewed and approved.
To enroll in Full Service Invoice Processing, please contact Support.
After an Invoice is approved
After an invoice is approved, it becomes a payable, at which point it can be paid. On the payable, there is a link back to the invoice: the invoice "bubble" at the top of the screen. From the invoice record, you can view the attached image of the original invoice from the vendor.