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General Contractors Can Disable the Owner Billing Workflow

General Contractors can now choose to disable the Owner billing workflow to better streamline the draw process on projects without on-system Owners or Architects. When disabled, Project Managers no longer need to enter an invoice and sign General Contractor documents to progress the draw. Instead, focus on approving Subcontractor payment applications. When finished, use the Close General Contractor Draw option on the Close Draw screen to move the draw forward.

As long as the project is not linked to an on-system Owner or Architect, General Contractors can toggle the Owner billing workflow on or off at any time during the life of the project from the Project Settings screen. Users with Create Projects permissions can also choose to enable the Owner billing workflow when adding a new project to the system. Note that the Enable Owner Billing Workflow option on the Add Project dialog box is deselected by default.

Highlights

• Choose to enable the Owner billing workflow on new or existing projects.

  The Owner billing workflow reflects the draw process available prior to this release.

• Turn off the Owner billing workflow on projects without on-system Owners or Architects to streamline the draw process.

  When Owner billing is disabled:

  • The system does not generate Enter Invoice or Send to Signer tasks for General Contractors
  • General Contractors can close the General Contractor draw
  • Subcontractors do not experience any change in their billing process.
• View updated terminology and phrasing on the Close Draw screen.
• Continue working on existing projects without any noticeable change; these projects will automatically have the Enable Owner Billing Workflow setting turned on.

  If an existing project does not have an on-system Owner or Architect, Project Managers can still turn off the Owner billing workflow from the Project Settings screen if they have Create Projects permission.

• The Reject Draw screen was renamed to Reopen Draw for clarity.

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Last Published Wednesday, August 7, 2024