Manage VAT Invoices by Draw Fields Overview for Main Contractors

Organisation Information

Name

Shows the Subcontractor or Sub-Tier name.

Contract Number

Shows the subcontract number or purchase order number.

Subcontract of

Shows the name of the Head Contractor or Prime Subcontractor with whom the organisation has a contract.

Organisation Type

Shows the role the organisation plays on the project.

Description

Shows the description of the subcontract.

Manage VAT Invoice by Period Table Fields

Period (Period End Date)

Shows the period number, including the period end date in parentheses.

Included in Period

Indicates whether the organisation is included in the period.

On-System: The tick box is not interactive.
Manual and VAT Subs: Use the tick box to add the organisation to the period.

When Sub-Tiers are already included in the draw, their tick box is grayed out in this column.

Note: To automatically include VAT Invoice Only (VAT Sub) and Manual (Manual Sub) Sub-Tiers 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. This setting is turned on by default.

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

VAT Invoice Amount

Shows the amount of the VAT Invoice.

On-System: The field is not interactive. When the organisation submits a pay application, the VAT Invoice amount automatically populates the field.
VAT Sub: The field is populated automatically when a VAT Invoice Only Sub-Tier (VAT Sub) submits the VAT Invoice on the system.
If you choose to upload a lien wavier for a VAT Sub, use this field to record the amount of an uploaded VAT Invoice.
Manual: Use this field to record the amount of the VAT Invoice.

VAT Invoice Section

This section of the table shows status columns for VAT Invoices.

Request VAT Invoice

Use the tick box to request a VAT Invoice from Manual and VAT Sub-Tiers.

View VAT Invoice

Indicates if a VAT Invoice is available.

Final: The last expected VAT Invoice from an organisation is available. Select the link to download the VAT Invoice.
None: A VAT Invoice is not available.
Progress: A VAT Invoice is available. Select the link to download the VAT Invoice. VAT Invoice signatures for on-system organisations are not included until after funds are disbursed.
Upload: Select the link to submit a file to act as the Sub-Tier VAT Invoice. Only PDF files can be attached to the period.
Requested|Upload: You requested a VAT Invoice from a VAT Sub. Though you requested the VAT Invoice, you can still use the Upload link to submit the Sub-Tier VAT Invoice. Only PDF files can be attached to the period.
View: An uploaded VAT Invoice is available. Select the link to download the VAT Invoice.

Comment

Shows either a speech bubble icon or, when available, a comment added to the VAT Invoice by another member in your organisation. Select the icon to add a comment about the VAT Invoice. Select a comment to view the full text in a dialogue box. This comment is included in a rejection email sent to the organisation being rejected.

Alert

An icon in this column indicates additions or edits to the VAT Invoice. Select the icon to see notes on changes.

MC Approval

Indicates the Main Contractor's approval status. Select the icon in the column header to view a legend of hold statuses. Use the drop-down field in each row to record a VAT Invoice status for an organisation.

Next: Navigate to the Manage VAT Invoices by Period Page