Approving or Rejecting Subcontractor Invoices

Standard Approval on the system allows any General Contractor Approver assigned to the project to approve Subcontractor invoices.

Note: The Invoice Approver role is assigned on the User Roles page during project setup.

If your project uses the Track Draw Deadlines feature, the draw deadlines are also displayed on this page. You can view deadlines, and send invoice response and payment delay notices. For more information, see Track Draw Deadlines.

To reject Subcontractor invoices from the Manage Invoices page:

  1. Navigate to the Manage Invoices Page
  2. Use the Select check box to choose an invoice, or use the Select All check box to choose all the invoices that are Received (Standard Approval).
  3. Either:
    • Approve an invoice.

      Select Approve Selected.

      A Status page confirms the selected invoices have been approved.

    • Reject an invoice:
      1. Select Reject Selected.

        A Reject Invoices panel opens on the right side of the page.

      2. In the text box, enter a custom message to the Subcontractor about the rejected invoice.
      3. If your project uses the Allow invoice rejection reasons and SOV modification responses project setting, select an available invoice rejection message option.

        See Draw Settings for more information on available draw settings on the Project Settings page.

      4. If applicable, read and agree to the acknowledgments to confirm you understand how the application will manage invoices and change orders submitted for subsequent draws.

        Note: If you have additional, subsequent draws open, you will need to confirm your decision to reject the invoice. Rejecting this invoice will reject invoices for this organization for all currently open future draws.

      5. Select Reject.

        A Status page confirms the selected invoices have been rejected.