Modify Billing Details

Modifying a Subcontractor's Progress Claim

To modify a Subcontractor's progress claim on the Modify Contractor Progress Claim page:

Navigate to the Modify Contractor Progress Claim Page
From the Status column, select Edit Progress Claim Details. The Billing/Approval Workflow is displayed.
Review the billing amounts in the Progress or Retention tabs.
You will approve the updated claim after this step.
Modify the billing amounts. The Difference from Submitted column shows the adjustment between what was originally submitted and the modified value.
Select the Comment bubble to view line item comments entered by the Subcontractor. You can also add additional comments.
Select a reason from the WB line modification reasons drop-down option.
Select Modify.
Select the Review tab.
Review the Billing Summary card which shows the original submitted amount and the revised amount.
Select Approve to finalise the assessed amount. The Payment Schedule opens in the Docusign Portal.
From the top of the DocuSign page, select the Continue button.
Optional. Select Start to help guide you through the signing process. Each time you apply your signature, a blue tab helps direct you towards the next step.
Select the highlighted area in the document to apply your signature.
Continue through all of your documents, applying your signature to all highlighted fields.
After you apply your signature to all of the highlighted areas, select the Finish button at the top of the page.
When you finish, a Next Steps dialog box displays, confirming you finished signing your document and displays your next task. The Payment Schedule will be issued to the next approver in the Approval Log card for signing. If you were the final approver, the Payment Schedule will be served to the Subcontractor.
Note: A modified progress claim cannot be approved until it is resubmitted by the Subcontractor.