New AP invoice

Upload or pick the invoice, let the transcription fill the form, check it against the document, then create the invoice with its payable, folder and approval.

2 · Vendor, payer and project

Vendor (payee) Payer (who owes it) The owner entity billed — usually not RRES the manager Project / property Service type

3 · Invoice

Invoice number* Invoice date* Due date Service from Service to

Terms

Description

4 · Lines and totals

Subtotal Tax Invoice total* Default GL for new lines

#	Description	Qty	Unit	Amount	GL account	Note	Remove
No lines yet. Add one, or transcribe the document to fill them.

Enter on the last row adds a line · Ctrl+D copies the cell above · Ctrl+Delete removes a line

Lines (0): $0.00
Subtotal: —
Tax: $0.00
Expected total: $0.00
Invoice total: —

5 · Payable

Saving creates the payable this invoice becomes (ap_payable, linked through ap_payable_and_ap_invoice).

Payment method

Service period2026-09-29 → 2026-09-29

Payable folder name Needs period, payer, payee, project, service type and amount.

Override the name (optional)

Create the payable folder under the payer's AP_UnPaid now Move the document (and its .md sidecar) out of AP_To-Upload into the folder's AP_Invoice(no document chosen)

6 · Approval

From the amount thresholds for $0.00. Steps clear in order; add a board vote or a court order when this payment needs one.

Enter the total to see the approval steps.

Start the approval when the invoice is saved Amount thresholds ↗

Needs: vendor, payer, invoice number, total $0.00