Reviewing your Billing and Progressing to Signing

Tips

Subcontractors who have not submitted a Payment Application will be removed from the period when you send to Signer (these Subcontractors will show a status of Awaiting in the Manage Payment Applications screen).

The pay application is sent to a user in your organisation who has a Signer role on the project. Roles are assigned on the User Roles screen.
See User Roles for Main Contractors and Owners.

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.
Select the Review tab.
From the Billing Summary card, review your billing summary.
Enter a payment application number.
Select Yes, proceed to signing button. The Sign Billing Documents card displays if there are documents that require signature. All documents that require signature are displayed on this card. TPM notifies the signer that documents are ready for signing. Select No, take me to billing values to modify billing amounts.

Next: Sign Documents