How do I approve Sub Billing as a Project Manager?
Click Accounting on the Top Menu Bar
Click Billing>Approve Sub Billing
Change filters as desired to locate Sub Bills. Filters include:
Date Range
Project
Subcontractor
Bill Approved (Yes/No)
Lien Approved (Yes/No/All)
Click on Blue Hyperlink of Subcontractor name to open bill
Review Subcontractor Billing
After Reviewing the Sub Bill, chose to either:
Approve the Bill
Allow Sub to Edit the bill
Print the Bill
Return to the Bill List
Details
Approving Subills – if you are using RedTeam Gos Hand Signed Lien Release Option, the Lien Release document is E-mailed upon bill Approval. If you are using RedTeam Gos Digital Lien Release option (if permitted in your jurisdiction) the subcontractors were already prompted to sign the Lien Release when the Bill was submitted. See Accounting>Notary Options instructions to select a Sub Billing Lien Notary option here
Allow Sub To Edit – If the subcontractor Billing is not correct you can send the bill back for edit. Choosing to send a bill back for edit will cancel any subsequent bills that may have already been submitted. Once the bill is edited, the following bill calculations will be incorrect and will need to be resubmitted.
Confirm that you wish the Subcontractor to Edit the Pay Request. An email notification will be sent.