Submitting Your Payment Application
Before you Begin
- Approve Subcontractor Payment Applications before creating the Owner Payment Application. Ensure all required Subcontractor Payment Applications have been received and approved or rejected. If you send your payment application to the Signer before approving a Subcontractor's Payment Application, the Subcontractor will be excluded from the period.
- See the Working with your Billing Workflow for a high-level overview of the tabs and options you may see.
- Review imported variations before submitting your payment application. Select the View subcontract list link on the Progress tab to review unapproved or unmapped variations. See Mapping Imported Subcontract Variations.
The Billing Workflow guides you through all the steps required to submit your payment application. The tabs and options you see in the workflow, are based on your document and project settings. You can go back and forth between the tabs in the workflow until you proceed to the signing process.
To submit your payment application:
- Navigate to your Billing Workflow
- From the Tasks tray in the header, choose the Enter Billing link with the correct period number.The link name will change depending on your workflow step.
- From the Project Home Page or Tasks page, choose the Enter Billing link with the correct draw number. The link name will change depending on your workflow step.
If the period has previously been rejected, the link will read Re-enter Payment Application.
The first tab you see depends upon project and draw settings. Most users will see the Progress tab, unless the project tracks stored material usage.
- Conditional based on project settings. When applicable, use the Stored Materials tab to enter details of materials you have stored during this billing period.
- Select Save & Continue.
- Enter your progress billing on the Progress tab.
- Select Save & Continue.
- When the draw period allows retention billing use the Retention tab to view or modify retention values.
- Select Save & Continue.
- Conditional based on project and document settings. When applicable, use the Additional Information tab to capture hours worked or drug test certifications.
- Select Save & Continue.
- Use the Review tab to review your billing totals, sign documents, sign VAT invoices, and send your payment application for approval.
The Next Steps dialogue box displays the status of your payment application and lists your next tasks.
Last Published Wednesday, July 10, 2024