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FAQs

Q: How do I approve invoices on Xero

RLUK uses Xero for its financial administration. Any invoices or expenses that exceed £10,000 need to be approved by a member of the Board. Invoices over the amount of £35,000 need to be approved by two members of the Board. Step-by-step guide to approving invoices on Xero 1) Log in at https://www.xero.com/uk/ 2) On the top navigation bar go to Business > purchases overview 3) Click on the Awaiting Approval tab (go to step 7 if you are the second person to approve an invoice) 4) You will see a list of invoice/s that are awaiting approval. Click on the invoice line and it will take you to a screen that with further information 5) Review the invoice details. The original invoice that we received will be attached and can be viewed by clicking the small document button on the top right. 6) If you’re happy with the invoice please click the green Approve button. OR 7) Xero doesn’t have a multi-step authorisation process so if you are the second person to approve the invoice, after step 2 you will need to click the Awaiting Payment tab 8) Click on the relevant invoice line 9) Review the invoice and any attached documents 10) Scroll to the bottom of the screen and click the Add Note button 11) Add a comment such as ‘Invoice approved’. It will automatically record your name along with the date and time next to the note.

Q: When are membership fee invoices issued?

We will send invoices for the annual membership fee in August/September. We will first send a request for PO references a few weeks ahead of this.

Q: When are Board meeting papers distributed?

We distribute Board meeting papers the Friday before each meeting. The papers will be sent as a PDF and via a dropbox link for individual papers. Sometimes, unavoidably, a paper may be late in arriving. In such instances the Executive will let the Board know in advance if they can expect additional papers after the main papers have been sent.

How do I approve invoices on Xero

Melanie Cheung2021-05-26T21:22:42+01:00

How do we appoint an RLUK representative?

Melanie Cheung2022-09-09T11:37:52+01:00

When are membership fee invoices issued?

Melanie Cheung2021-05-26T21:23:15+01:00

When are Board meeting papers distributed?

Melanie Cheung2019-07-08T09:54:18+01:00

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