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 or reject invoices using serial approval:

  1. Select the Apply Serial Approval for (Approver Number) for Draw (Draw – Project Name) link  from the Project Home Page or the Tasks page. The Review/Approve Workflow is displayed.
  2. From the Billing Summary card, review the billing details.
  3. From the Approval Log, view the approvers, the status, and the history of all approvals.
  4. Select Approve. The Approve Invoice dialog box opens.
    1. Use the Comment to Subcontractor text box to enter a public message for the Subcontractor. This comment is also visible to other Approvers.
    2. To approve: Select the Approve button.

      A Next Step dialog box confirms the invoice has been approved. The status indicates how many Signatory Approvers have approved it.

  5. Optional. To restart:
    1. Select the Restart Approval button.

      A Restart Approval dialog box opens.

    2. In the dialog box, enter the reason why you chose to restart this approval. If the project uses the Require reason when selecting Restart Approval organization setting, you cannot restart the approval without entering text.
    3. Select the Restart Approval button.

      A Next Step dialog box confirms the invoice has been restarted.

  6. Optional. To forward: Select the Forward button.
  7. Optional. To modify, use the Modify button.