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Manage VAT Invoices by Period for Main Contractors

Requesting VAT Invoices

Note: You may need to manually choose to include VAT Invoice Only (VAT Sub) and Manual (Manual Sub) Sub-Tiers in a period if you turned off the Include all VAT invoice only and manual sub-tiers in period if their on-system parent is included in a period project setting.

To automatically include these Sub-Tier organisations in a period each time you invite their parent organisation, you can turn on the Include all VAT invoice only and manual sub-tiers in period if their on-system parent is included in a period project setting.

See Period Settings for information on this and several other draw-related project settings.

To request a VAT Invoice from the Manage VAT Invoices or Manage VAT Invoices by Period page:

1. Either:
   • Navigate to the Manage VAT Invoices Page

     The system generates the Manage VAT Invoices task when at least one VAT Invoice needs to be approved.

     • Tasks
       • Choose Manage VAT Invoice - Period <#> (Sub-Tier: <Sub-Tier name>) from the Tasks icon drop-down at the top of the page.
       • Use the  Manage VAT Invoice - Period <#> (Sub-Tier: <Sub-Tier name>) link on the Tasks page.
     • Home Pages
       • From the Compliance section at the top of the Tasks tab of the Project Home page, select the Manage VAT Invoices - <Period> - <Organisation Name> link. The Compliance section will include a link for each organisation with a current VAT Invoice tracking hold. Select a link to navigate to the Manage VAT Invoices page for the period in which the Sub-Tier is out of VAT Invoice compliance.
       • From the Payment/VAT Invoice section of the Period Home page, use the Period <#> (<Sub-Tier: Sub-Tier Name>) link
     • Menus

       From the Compliance Menu at the top of the Project Home or Period Home pages, choose Manage VAT Invoices.

   • Navigate to the Manage VAT Invoices by Period Page

     From the Compliance menu at the top of the Project Home page, select Manage Periods by Period.

     From the drop-down by the organisation's name on the Manage VAT Invoices or View VAT Invoice Status page, choose the Manage VAT Invoices by Period link.

2. From the Request VAT Invoice column, select an organisation.

   Either:

   • Use tick boxes in each row to select a VAT invoice from the organisation listed in the row.
   • Use the Select All tick box under the Request VAT Invoice column heading to request a VAT Invoice from all applicable Sub-Tiers.

     Note: You can request VAT Invoices for both VAT Subs and Subcontractors who may not have submitted this documentation previously because they were paid by manual cheque or had a negative payment application.

3. Select the Save Changes button.
   • A Success! Your data was saved message appears at the top of the page.
   • The word Requested displays in the View VAT Invoice column.
   • The Prime Subcontractor receives an email when a Sub-Tier organisation signs a VAT Invoice.
   • A Manage VAT Invoices by Period link displays on the Subcontractor's Tasks and Project Home pages.
   • The Prime Subcontractor can approve, reject, comment on, or forward the VAT invoice.

Next: Uploading VAT Invoices

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Last Published Wednesday, July 10, 2024