Track Deadlines for Invoice Approvals

General Contractors can now set invoice approval deadlines to determine the date an Invoice Approver should approve a Subcontractor invoice. Calculate dates based on a draw due date, draw end date, or invoice submitted date trigger.

View Invoice Approval Deadlines in the Unapproved Invoice report. The report also includes the number of days an invoice is overdue to help Project Managers identify delays. Additionally, a new Next Approver Email column enables users to quickly remind Approvers of outstanding invoices.

Note: The grace period for Payment Due Dates are now called offset days.

Other Project Settings enhancements include a new Date Tracking section located between the GC Project Information and GC Invoice Settings sections. Manage all date options—from project estimations to tracking deadlines—from one location.

Highlights

Track invoice approval deadlines.
Note: The Grace Period field for Payment Due Dates was renamed Offset Days.
See deadlines in the Unapproved Invoice report.
Configure date settings from one location on the Project Settings screen.

For more information, see the Draw Settings and Unapproved Invoice Report topics.

Next: Manage Retention at Draw Initiation