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Record Sub-Tiers Tab for Subcontractors

Recording Payments to Sub-Tiers

To record your payment information to Sub-Tier Subcontractors:

1. Navigate to Your Billing Workflow for Subcontractors
   • The action to Enter Billing Details for Draw appears under Tasks. You can find it on the Tasks, Project Home, and the Draw Home pages.

     Notes: 

     • The Enter Billing Details task remains available until the invoice is signed.
     • The name of this link changes depending on your workflow step. For example, you may see Record Sub-Tiers if you already entered progress or retention billing amounts.
     • If you are accessing your Billing Workflow as a part of the signing process, you will see a Sign Invoice link on the Tasks, Project Home, and Draw Home pages.
2. From your Billing Workflow, select the Record Sub-Tiers tab.

   Note: If the draw does not include payments to Sub-Tier Subcontractors or Suppliers, select Proceed to confirm that you are not adding suppliers to a project before selecting the Save & Continue button to move on to the next step in the workflow.

3. Optional. Add Sub-Tier Subcontractors and Suppliers. Include all Suppliers and organizations you are going to pay through the project.
   1. Select Add New Sub Tier.

      A dialog box opens.

   2. In the dialog box, enter the name of the Sub-Tier in the Organization Name field.

      Notes:

      • If your Suppliers are required to sign lien waivers on the system, use the auto-complete feature.
      • When you start entering an organization's name, auto-complete shows a drop-down list of matching organizations on the system.
   3. Enter Location information.

      Required Fields:

      • Country
      • City
      • State
      • Postal Code
      • Phone Number
      • Tax ID

      Optional

      • Address
      • Contact Name
   4. Select Save.

      Organization information displays in a table on the Record Sub-Tiers tab. If location is editable, you can select the pencil icon in the table to make changes.

4. Select an organization.
5. In the Service field, enter a description for the services the Sub-Tier provided.
6. In the Contract Amount field, enter the total expected value of the Sub-Tier's contracted services.
7. In the Current Payment field, enter a payment amount.
8. If you are entering payment for a Lien Waiver Only Sub-Tier (LW Sub), this payment amount will display on their lien waiver when they are prompted to sign it.
9. Confirm that the amounts are correct, and select the Save & Continue button to progress to the next step of your Billing Workflow.

   Note: The invoice is not submitted for payment until it is signed. Final invoices must be signed by the Subcontractor in order to be included in a draw.

Informational Fields

Users cannot edit the following informational fields:

• Org Status: Shows the relationship between the Sub-Tier and the Prime Subcontractor
  • Manual: An off-system organization that provides materials or additional labor for an on-system Subcontractor
  • LW Sub (Lien Waiver Only Sub-Tier): An off-system organization that provides materials or additional labor for an on-system Subcontractor, is paid off-system, but provides lien waivers through the system
  • On-Sys: A Sub-Tier Subcontractor or Supplier that provides materials or additional labor for an on-system Subcontractor, provides lien waivers through the system and is paid through the system

    Note: On-System Sub-Tiers will display on the Record Sub-Tiers tab, but the fields are not editable.

    Did you forget to invite an On-System Sub-Tier?

    If an expected payment is not included on the Record Sub-Tiers tab, add a draw participant. If you proceed to the signing step before approving a Sub-Tier's invoice, the Sub-Tier will be excluded from the draw.

    See Manage Draw Participants for Subcontractors and Review Tab for Subcontractors for more information about these workflow steps.

• Location: Displays the location entered in an on-system contract. This field is editable for Manual Sub-Tiers.
• Previously Paid: Shows the dollar amount of the work billed for this line item, before the draw
• Balance Due: Shows the amount left to bill on the contract (the total amount of work outstanding on the contract)

Next: Additional Information Tab for Subcontractors

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Last Published Wednesday, July 10, 2024