Reviewing or Modifying Billing Details

To view billing details or modify billing amounts:

  1. Navigate to the Manage Payment Applications Page
  2. From the Status column, select Edit Payment Application Details. The Billing/Approval Workflow is displayed.
  3. Review the billing amounts in the Progress or Retention tabs.

    You can choose to approve or reject a payment application after this step.

  4. Modify the billing amounts. The Difference from Submitted column shows the adjustment between what was originally submitted and the modified value.
  5. Select the Comment bubble to view line item comments entered by the Subcontractor. You can also add additional comments.
  6. Select a reason from the WB line modification reasons drop-down option.
  7. Select Modify.
  8. Select the Review tab.
  9. Review the Billing Summary card which shows the original submitted amount and the revised amount.
  10. Select Reject to send the payment application back to the Subcontractor for review.
    1. (Optional) View line item comments entered by Subcontractors.
    2. (Optional) Enter additional comments to Subcontractor.
    3. (Optional) Choose the Lock Payment Application tick box to prevent the Subcontractor from changing the correction.
    4. Select the Save  button to save changes.
    5. Select Reject to send the payment application back to the Subcontractor for review. An email will be sent prompting the Subcontractor to review and resubmit the payment application.

      Note:

      • When locked, the payment application cannot be altered. The Subcontractor will be able to review and accept the correction. To allow Subcontractors to make changes before signing, leave the box unchecked. 
      • A modified payment application cannot be approved until it is resubmitted by the Subcontractor.