Configure AP Invoicing for Portals - TOPS [ONE] Customers

Configure AP Invoicing for Portals - TOPS [ONE] Customers

This article will show you how to set up Portals with AP Invoicing, and how to view available AP Invoices. PLEASE NOTE: These instructions are for TOPS [ONE] customers only. 
The invoices must be created within TOPS [ONE] and are then synced over to the portal. Click here to see how to create an invoice within TOPS [ONE].

Company-Wide AP Invoice Settings 

https://comwebportal.com/login > Company Settings 

  1. Scroll to Display Permissions  

  1. Locate the Board section and check the box marked Show Invoices then click Save and apply to all associations

  2. Scroll to the AP Invoice Settings then enter the Required Number of Approvers and the Default Payment Terms in Days then click Save Company Invoice Settings 

    1. Scroll to the Notifications section and locate the AP Invoices (the bottom of the page)

    2. Update the AP Invoices Notifications based on the company’s preferences then click Save Notifications 

Association AP Invoice Settings

https://comwebportal.com/login > Association Settings  

  1. Click the Edit button next to the association which you need to update 

  1. Scroll down to Display Permissions and locate the Board display permissions 

  1. Check the box marked Show Invoices then click Save Display Permissions 

  2. Scroll down to AP Invoice Settings

  3. Update the Required Number of Approvers and the Default Payment Terms in Days then click Save Invoice Settings

  4. Scroll down to Notifications and locate the AP Invoices notifications 

  5. Update the AP Invoices notifications based on the association’s preferences then click Save Notifications 

Viewing Available AP Invoices & Marking them Paid/Void: 

https://comwebportal.com/login > AP Invoices  

  1. Select the appropriate Association by clicking on the drop-down menu or typing in the field to search 
  2. Click the Showing drop-down menu to select the Invoice Status you wish to view - the default showing is Approved
  3. Click the View button to see more information about a particular invoice including the approver(s)

  4. If an invoice has been approved, you can mark it as Paid or Void so your board members can track invoices
  5. If you are marking an invoice as Paid, enter in the Check Number, select the GL Account, and save
  6. If you are marking an invoice as Void, enter in a Void Reason and save


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