Working with your Billing Workflow

  1. Your Billing Workflow tabs: Tabs help you navigate through the billing workflow.

    Tabs include:

    • Stored Materials: Only available when projects use the Track Stored Material Detail project setting. Enter amounts to track materials used and stored on and off site during the payment application.
    • Progress: Only available when the period allows progress billing. Track work completed during the period.
    • Retention: Only available when the draw allows retention billing. Request previously held retention.
    • Additional Information: Only available when a project tracks either drug testing or hours worked information. If a project includes both settings, you will see fields for both on this tab.
    • Review: View a summary of the billing you entered for the draw. Information includes progress and retention billing. If your company participates in an Early Payment Program (TPA), you will also see associated fees and payments. This is the last step in the invoicing progress before you sign your period documents. You must enter an payment application number before your company Signer can apply a signature to the payment application and associated documents.
  2. Net This Period: A running balance of the net payment application for the period appears in the page header.
  3. Save & Continue button: Save the current tab and progress to the next tab in your billing process. You can return to a previous tab at any time before signing your period documents.
  4. Search and Filters: Available on the Stored Materials, Progress, and Retention tabs. Easily find specific line items. You can also choose which line items you can see by changing the
    Table View: Choose the columns to display by changing the Table View.
  5. Revert Button: Discard changes made to the progress application since the last time you saved the tab.
  6. Save Button: Save your progress.
  7. More Menu
    • Contract Level Changes: Use the Contract Level Changes option to quickly edit billing amounts across the entire payment application. As long as retention or progress billing are not locked for the current period, you can enter a percentage to change either the percent complete or retention held across all line items.

      If this is the final payment application you plan to submit and you have completed all work on a project, you can select the Bill Full and Final check box. When you select this check box, the application will automatically request all previously held retention and update billing totals to reflect 100% completion. Not available on the Stored Materials tab.

    • Export CSV: Export an Excel document of the current payment application.
    • Upload Billing Amounts: Import a CSV file with billing amounts. When you upload a file, the application will automatically enter your information into the payment application table. Download a template to ensure your document is formatted correctly for seamless integration. Not available on the Stored Materials tab.
    • Clear Entire Payment Application: Return all current billing amounts to 0.00. Not available on the Stored Materials tab.
  8. Payment Application Table: Available on the Stored Materials, Progress, and Retention tabs. A list of billable line items based off of the lines you originally edited in your Work Breakdown. View previous and current billed amounts and enter your billing for the current period.

    You can also add payment application attachments to any line item in your payment application table from the Attachments column. All file types are acceptable. Recommended types include:

    • PDF
    • XLS
    • CSV
    • DOC
    • PNG
    • JPEG
  9. Expand Symbol: When you contract a line to a Subcontractor, you can select the Expand Symbol to show Subcontractor billing details. These details roll-up into your payment application details for the line item. Select the contract number to see Subcontractor billing information in a dialogue box.