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Manage VAT Invoices by Period for Main Contractors

Uploading VAT Invoices

You can upload lien waivers for both Manual Contractors and VAT Invoice Only Sub-Tiers (VAT Subs). Before uploading a VAT Invoice, consider the following:

• You can only upload PDF files
• You can only upload one VAT Invoice per organisation per period; if you need to replace an uploaded VAT Invoice, you must first delete the existing VAT Invoice
• The Print Draw Documents page includes uploaded VAT Invoices
• VAT Subs cannot sign a VAT Invoice on-system if you upload a VAT Invoice for them, unless you either reject or delete the uploaded VAT Invoice.

To upload a VAT Invoice on 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. Find the organisation whose VAT Invoice can be uploaded.
3. From the View VAT Invoice column, select the Upload link to upload a VAT Invoice.

   An Upload Sub-Tier VAT Invoice dialogue box appears.

4. Select the Choose File button.

   A File Upload dialogue box displays.

5. Use the dialogue box to upload a file.
   1. Navigate to the file.
   2. Select the file.
   3. When the correct file displays in the File name field of the dialogue box, select the Open button.

      The file name displays on the Upload Sub-Tier VAT Invoice dialogue box next to the Choose File button.

6. From the Upload Sub-Tier VAT Invoice dialogue box select the Save button.
   • The Upload link changes to a View link on the Manage VAT Invoices or Manage VAT Invoices by Draw page.

     You can use the View link to download and view the VAT Invoice.

   • The approval status changes from Not Received to Unapproved.

Next: Deleting Uploaded VAT Invoices

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Last Published Wednesday, July 10, 2024