Importing an Invoice from a File for Subcontractors
To import an invoice as a part of your Billing Workflow:
- 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.
- The Progress tab will display first for most users beginning the invoicing process.
- If a project allows stored material tracking, this will be the second tab in the invoicing process.
- If the current draw does not allow progress billing, you will not see this tab.
- 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.
- From the More menu on the Progress tab, select Upload Billing Amounts.
An Upload Billing Amounts dialog box opens.
- In the dialog box, choose to upload either:
- This Period Billing Amounts: The amount you want to bill for this period.
- To Date Billing Amounts: Amounts billed until the current billing period.
- Select the Download Template button to get a pre-formatted Excel spreadsheet for uploading. The template includes phase codes, description, budget amounts, and the current billing amounts for the line items in your contract.
- Update the file with desired billing and retention values.
Caution: If your retention amounts do not meet the retention settings, the system will override the amounts in the file.
- Save the CSV file.
- Fill out the CSV file and save it.
- From the dialog box, select the ellipses (...) to find and select your file.
The selected file name will display in the dialog box.
- Select the Upload button.
The dialog box closes and the values from the uploaded CSV appear in the table.
- Review the imported entries in your Billing Workflow.
- Select Save & Continue to progress to the next tab in your billing process.
Last Published Wednesday, August 7, 2024