The Accountant Role

Last updated 10 months ago

ACCOUNTANT PASKR SEQUENCE

  1. VIEW SUBCONTRACTOR MATERIAL SCHEDULES

    1. Select project from dashboard > Filing Cabinet > Required Documents > Select View next to the appropriate document. Note: You may also import a pdf of the document to satisfy billing requirements.

  2. REVIEW AND APPROVE, REJECT OR IMPORT LIENS

    1. Accounting > View Sub Billing

    2. Set filters to Bill Approved YES, Lien Approved NO, and Printed NO.

    3. Liens submitted correctly will show as:

      1. Select Approve to view the bill

      2. From here you can Approve, reject or delete the lien release. If you would like to replace the lien release, select choose file, browse your hard drive to select file, then select Replace Lien from the orange bar.

    4. Liens that have not been submitted or have been rejected will show as:

      1. Select Import if the subcontractor has submitted the lien outside of Paskr or comes to your office to sign.

      2. Lien Releases can be found in Accounting > View Sub Billing > Approved Bills, Approved Liens or in the project Filing Cabinet > Lien Releases > Imported.

  3. PRINT BILL LIST AND BILLS

    1. Set filters to Bill Approved YES, Lien Approved YES, Printed NO

    2. Check All to Print (orange task bar)

    3. Print Bills > Print Checked Bill List

    4. Print Bills > Print Checked Bills (this will print bills and lien releases)

    5. The next time you set the filter to Printed NO, only bills approved since this print cycle will show.