Approving or Rejecting an Invoice from the Modify Billing Details Page

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. 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.
  3. Select Approve.

    An Approve Invoice dialog box opens.

  4. Use the Comment to Subcontractor text box to enter a public message for the Subcontractor. This comment is also visible to other Approvers.
  5. Select Approve.

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

To reject an invoice:

  1. Complete steps one and two.
  2. Select Reject.

    A Reject Invoice dialog box displays.

  3. From the Reject Invoice dialog box, use the text box to add the reason for the invoice rejection.
  4. Select Reject.

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