Invoice Overview for Owners
The Invoice dashboard shows the current budget, payment, and detailed invoice information for the selected filters.
Note: You can also easily access this dashboard from TPM when generating either the Disbursable or Unapproved Invoice reports.
Defined Filters
- Currency
- General Contractor
- Segment ID
- Project Name
- Subcontractor
- Contract #
- Draw Period to Date Between
This filter defaults to show invoices from one year (365 days) ago until the current date.
- Payment Due Date
- Status
Filter invoices by Status including: Pending Approval, On Hold, Pending Authorization, Pending Disbursement, and Paid.
- Billing Type
- Project Status
The default sort is on Period to Date from earliest to current date.
Key Metrics
My Contract
- My Contract Value
- My Contract Pending Approval
- My Contract Approved
- My Contract Paid
Current Subcontract Amounts
- Subcontract Value
- Net Approved Invoices
- Retention
- Paid
Pending Subcontract Amounts
- Pending Approval
- On Hold
- Pending Authorization
- Pending Disbursement
- Paid
Details
Columns
- Project Name
- Project #
- Contract #
- General Contractor
- Subcontractor
- Draw Period to Date
- Payment Due Date
- Invoice #
- Status
- Pending Approval
- On Hold
- Pending Authorization
- Pending Disbursement
- Paid
- Work Completed this Period
- Materials Stored this Period
- Total Completed and Stored this Period
- Retention Held this Period
- Retention Requested this Period
- Net Invoice
The default sorts alphabetically by Project Name, then the Period to Date.
Snapshots
- Invoice Aging
- Average Days to Approve, Pay
- Amount Billed by Month of Draw Period to Date
- Unpaid Amounts
Last Published Tuesday, February 6, 2024