Approving or Rejecting Payment Application

Standard Approval on the system allows any Main Contractor Approver assigned to the project to approve or reject Subcontractor payment applications.

Note: The Payment application Approver role is assigned on the User Roles page during project setup.

  1. From either the Project Home or Tasks page, select the Approve Payment application link.

    The Review tab in the Billing Workflow displays.

  2. From the Billing Summary card, review the billing details.
  3. Select Approve. The Approve Payment application dialogue box opens.
    1. Use the Comment to Subcontractor text box to enter a public message for the Subcontractor. This comment is also visible to other Approvers.
    2. Select the Approve button.

      A Next Step dialogue box confirms the payment application has been approved.

  4. To reject a payment application:
    1. Choose Reject.
    2. From the Reject Payment application dialogue box, use the text box to add the reason you are rejecting the payment application.
    3. Select the Reject button.
      A Next Step dialogue box confirms the payment application has been rejected.

      Note: The system generates Pay Less Notice documents if the Payment Notice deadline has passed or if the payment has been issued. Pay Notice documents are generated for payment applications issued before the Payment Notice deadline.