Applying Serial Approval

Notarizing an invoice packet which bypassed electronic notarization? See the Workflow for Serial Approval on Invoices Bypassing Electronic Notarization topic.

To approve invoices using serial approval:

  1. Select the Approve Subcontractor Invoices link from the Project Home, Draw Home, or Tasks pages.

    The Review tab of the Modify Billing Details page displays.

  2. Review the Billing Summary to ensure the billing details look correct.

    Note: If you do not agree with the billing details and do not want to approve them, you can instead complete the following actions:

    • Select Reject to reject the invoice back to the Subcontractor.
    • Select Restart Approval to begin the approval from the first serial approver. If the project uses the Require reason when selecting Restart Approval organization setting, you cannot restart the approval without entering text.
    • Select Forward to forward the invoice to the next serial approver.
    • Select Modify to edit the Subcontractor's invoice details.
  3. View the approvers, the status, and the history of all approvals.
  4. Select Approve.

    An Approve Invoice dialog box opens.

  5. In the Approve Invoice dialog box, enter a comment for the Subcontractor. Other invoice approvers in your organization will also see this comment.
  6. Select Approve.

    The Approve Invoice dialog box closes and the Subcontractor's invoice opens in DocuSign.

  7. Select Sign to apply your signature to the document and then select Finish.
    • The document closes and Textura returns you to the Review tab of the Modify Billing Details page.
    • A Next Step dialog box confirms the invoice has been approved. The status indicates how many Signatory Approvers have approved it.
    • The next Serial Approver receives a task to review the invoice.