Knowledge Base
Payable Invoice Automation
Payable Invoice Automation
Implementation & Training
General Administrative Functions
Check Screen
Approving Invoices
Functions in both the Check and Approve screens
Statement Reconciliation
Export Functions
Purchase Order Automation
Set up the Purchase Order Module
Using the Purchase Order Module
Purchase Orders for ERP
Expense Claims
Getting Started
Creating an Expense Claim
Approving Expense Claims
Admin
Time Sheets
Implementation & Training
Setting up the Time Sheet Module
Administrative Functions
Using the Time Sheet Module
Crew Manager Functions
Approving Time & Leave
Payment Claims
Head Contract – Set up
Head Contract Claims and Invoicing
Subcontractor Claims
Setting up the Payment Claims module
Projects
Setting up and Managing Projects
Managing Cost Codes and Budgets
Forecasting and Analysing Project Costs
Exporting Project Data
Yard
Managing access to the Yard Module
Adding and Managing Yard Bookings
Managing Yard Items
Invoicing for Yard Bookings
Analytics & Reporting
Lentune Mobile Apps
Set up & System Maintenance
Access & Security
General Setup & Maintenance
V9 Module Managers
Implementation & Training
Integrations and Configurations
Secured Signing
Xero
Simpro
Jobpac
Procore
Wholesaler 3rd Party Integrations
Integration Troubleshooting
Jobpac
SimPro
Xero
Release Notes
Business Automation
WHOLESALERS (ERP) KNOWLEDGE BASE
CRM
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Knowledge Base
Payable Invoice Automation
Payable Invoice Automation
Implementation & Training
General Administrative Functions
Check Screen
Approving Invoices
Functions in both the Check and Approve screens
Statement Reconciliation
Export Functions
Purchase Order Automation
Set up the Purchase Order Module
Using the Purchase Order Module
Purchase Orders for ERP
Expense Claims
Getting Started
Creating an Expense Claim
Approving Expense Claims
Admin
Time Sheets
Implementation & Training
Setting up the Time Sheet Module
Administrative Functions
Using the Time Sheet Module
Crew Manager Functions
Approving Time & Leave
Payment Claims
Head Contract – Set up
Head Contract Claims and Invoicing
Subcontractor Claims
Setting up the Payment Claims module
Projects
Setting up and Managing Projects
Managing Cost Codes and Budgets
Forecasting and Analysing Project Costs
Exporting Project Data
Yard
Managing access to the Yard Module
Adding and Managing Yard Bookings
Managing Yard Items
Invoicing for Yard Bookings
Analytics & Reporting
Lentune Mobile Apps
Set up & System Maintenance
Access & Security
General Setup & Maintenance
V9 Module Managers
Implementation & Training
Integrations and Configurations
Secured Signing
Xero
Simpro
Jobpac
Procore
Wholesaler 3rd Party Integrations
Integration Troubleshooting
Jobpac
SimPro
Xero
Release Notes
Business Automation
WHOLESALERS (ERP) KNOWLEDGE BASE
CRM
Payable Invoice Automation
All you need to know about AP automation.
Implementation & Training
Lentune Guide to Invoice Automation (+videos)
General Administrative Functions
Invoice Automation: Personal Dashboard
Invoice Automation: Administration Dashboard
Checked for any invoices in a batch that failed to integrate
An Introduction to the Invoice Automation process
Payable Account can also be a Receivable Account
Set default Branches for the Invoice Dashboard
Your organisation email address for incoming invoices and how it imports invoices (+ videos)
Re-establish Email Fetch Link for incoming Invoices
Customise your Invoice Approved Stamp
Reassign invoices for approval by Project
Reverse Invoice Approval
Reverse a Processed Invoice
Update a processed invoice or invoice line
Scheduled task to send invoices to Lentune Payables and mark them as processed
Batching and processing invoices manually (+video)
Customise Approver Reminder Email
Price Discrepancy Auto Checking in Supplier Invoices
Supplier Price Files (Payable Accounts)
Supplier Price File Stock Item Search
Invoice Transaction Restriction Date
Default General Ledger Against Cost Code can be set at Project or Cost Type levels
Audit Logs : Invoice Automation System
Scheduled Import of Supplier Price Files
Add a General Ledger Account Code
See more
Check Screen
Overview of the Invoice Checking Process
Check an Invoice for Approval (+ Video)
Check Invoice total against the Purchase Order total
Check and Approve Invoices in one Step
Add a New Supplier for incoming Invoices
Linking an Email address with a Supplier for Invoice checking (+video)
Invoice Automation email rules and linking Keywords
Notify Lentune of Invoice Mismatch for Invoice Rules
Import Invoice Lines
Merge or Split Invoices
Mark Supplier Invoices As Confidential
Lock the Branch at Invoice check stage
On-charge Supplier Invoices or Invoice Lines to your customer
Alert Users that the Invoice Branch should not be changed
Supplier with no Tax on their invoices
Populate payable invoice line with linked Purchase Order line
Manually add an Invoice to your Invoice Automation
See more
Approving Invoices
Assign or Remove a User to Approve Invoices for a Supplier
Approve Invoices (+ Video)
Approved invoice - Invoice Approval at line level & assigning approvers
Send an invoice back to be re-checked
Add Cost Codes from the Master Cost Codes list while approving invoices
Attach supporting documents to an Invoice
See more
Functions in both the Check and Approve screens
Add a message or email to a Payable Invoice
Splitting Invoice Lines
Add invoice lines manually
Add a new Invoice Line for a Variation
Viewing variations on invoice lines
Add Names and Email addresses for Communications
Unlink an Invoice Line from a Purchase Order
Advanced Filters for Invoice Check and Approve Screens
See more
Statement Reconciliation
Statement Reconciliation (+ Video)
Mark Statement as Invoice
Automatically mark Documents as Statements
Export Functions
Reporting: Download data to Excel
Export APA Purchase Orders for multiple Branches
Export Project Invoice variations
Export Invoices to PDF in selected order
Export and Email a file of invoice records
See more