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:
- 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.
- Tasks
- 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.
- Navigate to the Manage VAT Invoices Page
- Find the organisation whose VAT Invoice can be uploaded.
- From the View VAT Invoice column, select the Upload link to upload a VAT Invoice.
An Upload Sub-Tier VAT Invoice dialogue box appears.
- Select the Choose File button.
A File Upload dialogue box displays.
- Use the dialogue box to upload a file.
- Navigate to the file.
- Select the file.
- 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.
- 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.
- The Upload link changes to a View link on the Manage VAT Invoices or Manage VAT Invoices by Draw page.
Last Published Wednesday, July 10, 2024