Approving or Rejecting an Invoice

Standard Approval on the system allows any General Contractor Invoice Approver assigned to the project to approve or reject Subcontractor invoices.

Note: The Signer role is assigned on the User Roles page during project setup.

  1. From either the Project Home or Tasks page, select the Approve Invoice link.

    The Review tab in the Billing Workflow displays.

  2. From the Billing Summary card, review the billing details.
  3. 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. Select the Approve button.

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

  4. To reject an invoice:
    1. Choose Reject.
    2. From the Reject Invoice dialog box, use the text box to add the reason you are rejecting the invoice.
    3. Select the Reject button.
      A Next Step dialog box confirms the invoice has been rejected.