How does LinkPeople Business Support add invoice details to a work task

Once the invoice has been received from the Tradesperson, this needs to be recorded in the system. This guidance will show you how to do that.

Note: Invoice will first be located by Business Report via TechOne coding. It is suggested that the below steps are completed simultaneously.

1. Navigate to WORK TASKS under Housing.
2. Ensure your view is on All Work Tasks by selecting the down arrow and selecting the view.
   
   
   
3. In the top right search bar, type in the Work Task ID on the invoice and search
   
   
   
4. Double click on the line to enter the work task
   Note: To enter the work task, do not click on the blue link
5. Navigate to the top menu and click on WORK DETAILS.
6. Double-click into the work detail line.
7. Fill in the following:
   • Invoice Amount
   • Invoice Number
   • Invoice Date
     
     
     
8. Save & Close
9. In the right-hand box, DOCUMENTS & IMAGES. Attach the invoice received in TechOne.
   Note: If you do not see the Upload option, select the three dots next to + New to view the hidden options.
   
   
   
10. Save and close.
11. Navigate to the INVOICING tab.
12. In the table THIRD PARTY INVOICE complete the following:
    • Invoice Amount Total
    • Invoiced To
    • TechOne approval sent to
      
13. Save & Close