
Invoice Submission via SharePoint
Below is an outline of the new process for submitting invoices and bank deposit receipts. Instead of emailing these documents, unit managers will upload them directly to a designated SharePoint folder. This setup provides clear visibility into what has been submitted and what has been processed, helping Operations and Finance stay aligned.
First, log in to SharePoint. GMs and unit managers will have access to only their own unit's folder. In this example we will be looking in unit 780 Velocity Wings Fairfax. Once logged in, open the folder for your unit.



Open the folder that corresponds to the date of the invoice you are submitting. This is where you will upload your invoices.


The Prior Period Invoices folder is for late invoices from closed periods that need to be processed.

Once the invoice is entered by the AP specialist, it will be moved to the COMPLETED - ACCOUNTING ONLY folder within the weekly folders. Unit managers should not be putting anything in this folder, but this is where we can check which invoices have been processed.
A few pointers:
-Upload invoices to SharePoint daily to support timely processing and prevent delays in preparing weekly P&Ls. Avoid submitting invoices in bulk at the end of the week.
-On the invoice file, ensure all data is legible, including the date, invoice number, total amount, and any other relevant details.
-If your invoice requires coding, clearly note it on the invoice.
-Use PDFs whenever possible and be sure to name the file something relevant to what invoice it contains.
Bank Deposit Receipts Folders:
