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Canoe Launches New Invoicing Platform

Improved invoicing experience for Canoe members

Canoe has partnered with LBMX to introduce a secure, web‑based invoicing and remittance platform for members, enhancing how members receive, review, and manage invoices. The platform improves invoice control, visibility, transparency, and reduces errors. Members, Canoe, and suppliers now work from the same information in one place.

Which invoices will be available on the new platform?

Only invoices for purchases made using contracts invoiced through association will appear on the platform. Purchases made using contracts invoiced directly by suppliers will continue to follow the existing invoicing process.

To confirm the invoicing type for a specific contract, please check the supplier directory. The invoice type appears under the supplier logo, below the contract number and expiration date.

What this means for members

Member-Controlled Portal

View, download, and print invoices directly from the portal. Invoices are stored securely for up to seven years.

Faster Issue Resolution

If there is a pricing error or missing information, members can place the invoice on hold and select a reason. Canoe sees this immediately and can follow up with the supplier.

Understand Taxes

Original supplier invoices will not show PST. PST, where applicable, appears on the Canoe system‑generated invoice. Members remain responsible for remitting applicable taxes as usual.

Full Invoice Transparency

When available, members can view both the Canoe system‑generated invoice and the original supplier invoice.

Accurate Payment Matching

Members may continue paying by EFT or cheque. The platform allows you to submit remittance details so payments are applied to the correct invoices.

Flexible Team Access

The platform supports multiple users. Members can add multiple users with individual logins and control what each user can view or manage through permission settings.

Clear Invoice Tracking

Easily track which invoices are new, reviewed, processed, or on hold. Optional status tracking helps teams avoid duplicate work and missed follow‑ups.

Statements and Remittances

Statements are accessed directly through the portal. All remittances remain visible for reference and audit support.

Custom Dashboards

Set up quick views for items like new invoices or invoices due soon. These act as filters, saving time during daily review.

Getting Started

The new invoicing platform launches on April 1, 2026. Use the resources below to get started.

The new invoicing platform offers both flexibility and control, from customizable dashboards and KPIs to detailed notification settings and robust user administration. By tailoring the welcome page, tracking performance indicators, and assigning the right permissions, your organization can ensure that every user has the information and access they need to work efficiently from day one.

You will receive an email from notification@lbmx.com with instructions to create your profile and password. Your email address becomes your username.

The welcome page is fully customizable, allowing organizations and individuals to surface the most relevant and up‑to‑date information.

  • Welcome Section: This area can be tailored to display important messages or updates specific to your organization
  • News Section: Ideal for sharing internal communications such as upcoming conferences, product announcements, or recent newsletters
  • System Updates: LBMX uses this section to notify users of scheduled maintenance or system updates
  • Support and Resources: At the bottom of the page, users can find direct access to the LBMX support team and links to user guides for additional help

Across the top of the screen, a navigation header provides access to the different modules within the platform. Available modules may vary depending on your organization’s configuration and usage.

After completing your initial setup, logging into LBMX is straightforward. Your email address serves as your username, paired with your assigned password. If you ever forget your password, the login screen includes a password recovery link to help you regain access quickly.

Once logged in, you will see the LBMX welcome page, which serves as your central hub.

On the right‑hand side of the welcome page, users can add up to six customizable KPIs to monitor key metrics at a glance.

To add a KPI:

  1. Click the three‑dot menu in the KPI section.
  2. Select a KPI category, such as Accounts Payable.
  3. Choose a specific KPI, for example, New Unread Invoices.
  4. Click Save.

 

Once added, the KPI immediately populates, displaying relevant metrics—such as the number of unread invoices—without requiring additional navigation.

Your individual profile can be accessed by clicking the user icon in the top‑right corner and selecting Profile.

  • Details Tab: Displays your general information and provides another option to change your password.
  • Notifications Tab: Allows you to configure email notifications for specific system events.

For example, you can enable email alerts for newly received invoices. Notifications are triggered after a default interval (such as 24 hours if the invoice remains unread), but this timing can be adjusted down to 12 hours or any custom interval—to suit your workflow.

Administrative settings are accessed via the gear icon in the top‑right corner, under User Administration. From here, administrators can add and manage platform users using two methods.

Option 1: Copying an Existing User’s Permissions

This approach is particularly useful for common roles within the organization.

  1. Select an existing user whose permissions match the new user’s role.
  2. Click Copy to duplicate their permission set.
  3. Review permissions by expanding permission groups and making adjustments as needed.
  4. Enable or disable specific features, such as Analytics.
  5. Click Save to add the new user.

Option 2: Creating a New User from Scratch

For more granular control:

  1. Click New and enter the user’s basic information.
  2. Navigate to the Permissions tab.
  3. Expand permission categories and manually select the appropriate access levels.
  4. Save the configuration to add the user to the system.

Follow these steps to customize your email notifications based on your personal preferences.

  • Step 1: Log in to the Platform
    Sign in to the LBMX platform using your email address and password
  • Step 2: Open Your Profile
    Once logged in, hover over the person icon in the top‑right corner of the screen and click Profile
  • Step 3: Go to Notifications
    On the profile page, click the Notifications tab to access your notification settings
  • Step 4: Review Available Notification Types
    Along the left‑hand side, you’ll see a list of available email notifications. These are all set to a default delivery time of 24 hours, meaning you’ll receive an email if you haven’t logged into the platform to view an item within that time
  • Step 5: Customize Notification Timing
    Adjust the timing for each notification based on your needs.
    For example, if you want to be notified about invoices received every hour, update the time setting so you receive an email if the invoice remains unread
  • Step 6: Select Relevant Notifications Only
    Some notifications may not apply to your role or business. Choose only the notifications that are relevant to you and skip the rest
  • Step 7: Save Your Changes
    Once you’ve finished setting your preferences, click Save at the bottom of the page. Your notification settings will automatically apply going forward
Accessing Invoices
  • Hover over Documents
  • Select Invoices under Accounts Payable

The invoice grid displays key details such as:

  • Invoice number
  • Process status
  • Date added
  • Read / unread status

Rearrange Columns

  • Click and drag any column to change its position

Add or Remove Columns

  • Click More > Select Columns
  • Check or uncheck columns (e.g., Supplier Name)
  • New columns appear on the far right—drag to reposition

Search

  • Use the main search bar to search by Invoice Number or PO Number

Filter

  • Click Filter
  • Select criteria (e.g., Unread status)
  • Click Apply
  • Click Clear to remove filters
  • Click Filter again to hide filter options

Invoice Read Status

  • All invoices start as Unread
  • Opening an invoice PDF automatically marks it as Read
  • Close the PDF using the X in the top‑right corner

Manually Change Read Status

  • Select the invoice checkbox
  • Click More
  • Choose Mark as Read or Mark as Unread
  • Click Yes to confirm
  • Quick option: select invoice and click Mark as Read

Invoice Processed Status

  • Processing status does not change automatically
  • Use this status to track invoices you’ve acted on (paid, printed, reviewed, etc.)

Mark as Processed

  • Select the invoice checkbox
  • Click Mark as Processed
  • Click Yes

Mark as Unprocessed

  • Select the invoice
  • Click More > Mark as Unprocessed
  • Click Yes
  • Use Unread filters to quickly identify invoices needing attention
  • Customize columns to match your daily workflow
  • Processing status is manual. Update it when actions are complete
Accessing Invoices

Accessing Invoices

  • Log in to the LBMX platform
  • Hover over Documents
  • Select Invoices under Accounts Payable

This opens the invoice list, where all invoices and their statuses are displayed.

Customizing Grid Columns
The invoice grid is fully customizable to better support your workflow.
To add columns:

  • Click More
  • Select Columns
  • Choose the columns you want to display, such as On Hold, On Hold Reason, and On Hold Notes

Once selected:

  • The columns appear on the far right of the grid
  • Drag and drop them to the left for better visibility

These columns help quickly identify which invoices are on hold and why.

Placing an Invoice on Hold
Invoices can be placed on hold when they require follow‑up or cannot be processed.
To place an invoice on hold:

  • Select the invoice using the checkbox on the left
  • Click More
  • Choose On Hold
  • Select an on hold reason
  • Click Submit

The invoice will now display:

  • On Hold status set to Yes
  • The selected on hold reason
  • Any notes entered during the process

If the reason you need does not appear in the list:

  • Select Other
  • Enter the reason manually in the notes field
  • Submit to save

Removing an Invoice from Hold
Taking an invoice off hold is just as simple.
To remove a hold:

  • Select the invoice using the checkbox
  • Click More
  • Choose Remove Hold
    Click Yes to confirm

The on hold status and related details are immediately cleared.

Useful Tips

  • Use on hold status to pause processing while issues are resolved
  • Customize grid columns to quickly surface on hold invoices
  • On hold reasons and notes provide clear context for follow‑up
  • Holds can be added or removed at any time

Frequently Asked Questions

The LBMX platform is a secure, web‑based invoicing and remittance portal that gives members direct access to their Canoe invoices, statements, and remittance records in one place. For now, only purchases made through contracts invoiced through association will be available on the portal. Purchases made using contracts invoiced directly by suppliers will continue to follow the existing invoicing process.

We have introduced this platform to improve transparency and reduce manual work and delays. The new platform ensures members, Canoe, and suppliers all see the same information at the same time.

You will receive a registration email from notification@lbmx.com. The email includes a link to create your profile and password. Your email address becomes your username.

No. Invoices and statements for applicable transactions will no longer be emailed. All invoice activity will be available through the LBMX portal. You can enable email alerts and choose how often you want to be notified, such as daily. Emails notify you that invoices are available but do not include attachments.

You will see all Canoe bill‑through‑association invoices. As suppliers are added, invoices will appear directly in the portal instead of being sent separately.

Yes. When available, you can view both the Canoe system‑generated invoice and the original supplier invoice in the same place.

Supplier invoices will not include PST. PST, where applicable, appears on the Canoe system‑generated invoice. Members remain responsible for remitting applicable taxes.

The platform stores up to seven years of invoice history.

Yes. You can search invoices by supplier, date, status, and other criteria. Filters can be combined to quickly narrow results.

  • Unread and read status shows whether an invoice has been viewed
  • Processed and unprocessed status is optional and used for internal tracking only
  • On hold status flags invoices with issues that need resolution

You select a reason, such as pricing issues or missing information. The Canoe team sees this status immediately and can follow up with the supplier. This helps resolve issues faster and prevents incorrect payments.

No. These statuses are optional. They exist to support your internal workflow and do not affect how or when you pay.

Using the platform to submit payments is optional. You may continue paying by EFT or cheque as you currently do.

You can submit remittance details through the portal. Canoe applies your payment to the correct invoices once funds are received. This improves accuracy and tracking.

Yes. Statements replace emailed statements and are accessed through the portal. You can still choose which invoices you pay and how you pay them.

Yes. Statements list all open invoices. You can select one, several, or all invoices for payment.

Yes. You can add multiple users. Each user has their own login and permission level. One email address is required per user.

Yes. Permissions are configurable, allowing you to control who can view, manage, or authorize invoices.

The portal includes short training videos and user guides. The full webinar recording is also available in the platform.

During rollout, contact Canoe Accounting directly. Invoice issues can also be flagged in the portal using the on hold status.

Yes. All applicable invoices will now appear in the LBMX portal. Payment is made to Canoe where required.

The platform does not move money. It manages invoices, statements, and remittance records. Payments continue through your existing EFT or cheque process.

Need Help?

If you have any other questions, please reach out to accounting@canoeprocurement.ca. We will be happy to help.