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Manage VAT Invoices for Main Contractors

Updating VAT Invoice Status

To update the Main Contractor approval status of a Sub-Tier 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. Select the View link from the View VAT Invoice column to see a VAT Invoice and review it for accuracy.
3. From the drop-down list in each row of the MC Approval column, update the VAT Invoice status for an organisation:
   • Final: A final VAT Invoice was received and approved.
   • N/A: A VAT Invoice is not necessary.
   • Not Received: A VAT Invoice has been requested, but has not been submitted.
   • Progress: A partial VAT Invoice was received and approved.
   • Reject: The submitted VAT Invoice is not approved. The application sends a notification to the Sub-Tier about the rejection and the status changes to Not Received when a user Saves Changes. 
   • Resubmit: An uploaded VAT Invoice was rejected, and a new one has not been received.
   • Unapproved: A VAT Invoice has been uploaded, but has not been approved.
4. Select the Save Changes button.
   • A Success! Your data was saved message displays at the top of the page.
   • Emails are sent to organisations with status changes.
     • The approval for a rejected on-system organisation changes to Not Received.
     • The approval for a rejected manually uploaded VAT Invoice from VAT Invoice Only Sub-Tiers (VAT Subs) or Manual Contractors changes to Resubmit.

Next: Adding a Rejection Comment

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Last Published Wednesday, July 10, 2024