Expand Steps

  1. Ensure your approvers are assigned the Payment Application Approver user permission.

    See Updating a User Profile for Another User for how to make changes to a user profile.

  2. Set up serial approval in your project settings.
    • From the Subcontract section, select the Signature Serial Approval option for the Default Subcontractor Payment Application Approval Method for New Subcontracts.
    • From the Period section, select the Require serial approval signatures on payment application option.

    See the Subcontract Settings and Period Settings topics for more information on these and other subcontract and period-related project settings.

  3. Create a document set.

    A document set includes the documents you expect a Subcontractor to sign while submitting their billing documents. These documents, at minimum, include apayment application and a VAT invoice, but you can also require an additional document, supplement, pay-app cover sheet, and payment certificate. You can assign a unique document set to individual subcontracts.

    In order to use the serial signatory approval method, the documents chosen for your document sets must allow multiple approval signatures.

  4. Assign a document set.

    If a Subcontractor is required to submit documents which differ from the project's default document set, use the Assign Document Sets page to select and assign an available document set to the organisation.


Last Published Wednesday, April 3, 2024