Applying Parallel Approval

To approve a subcontractor invoice:

  1. Select the Manage Invoices link from the Project Home Page, Draw Home page, and Tasks page.
  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.
  8. Choose Click Here to Continue at the top of the page.

    Note: Your approval and comments are visible to other Approvers when they access the Approve Subcontractor's Invoice page.

  9. Select Reject.The Reject 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: Enter your personal PIN and select the Reject button.

      A Next Step dialog box confirms the invoice has been rejected. The Subcontractor receives an email confirming the invoice was rejected.

      (Note: The rejected invoice displays as orange or yellow on the Manage Invoices page until the Subcontractor resubmits.