Institute of Certified Bookkeepers
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Remote bookkeeping supplier invoice approval portal

  • Member in Practice
  • Practice Certificate
  • 2 posts
  • # 118435

HI there, I am a bookkeeper for a small business and I complete everything from data entry of supplier invoices through to Quarterly BAS.

As I will be moving away the client has requested I continue to complete the all bookkeeping remotely. Re the approving of supplier invoices at the moment they are printed and given to the client to note what job they are for and if ok to pay. As I will be remotely doing this, is there a portal or program that I can use to upload the invoices to be approved, an email is then sent to the client advising invoices are ready to be approved, client logs on, reviews the invoices and can note what job it is for, approve, an email is then sent to me advising approved and then I data enter in accounting software?

the software they use does not allow for attaching supplier invoices.

ANy info would be great, thanks Nikki

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