What are the triggers that move Sub Billing Statuses on the Accounting Page?

The Statuses for Sub Bills are: Pending, Approved, Accepted, Rejected, Paid

The Filter allow you to select which of these Status items display on screen

The Triggers that can change the statuses on the Accounting Subilling page or inside the Project at Billing>Subilling are different depending upon whether your company uses Hand-signed Liens or Digitally Signed Liens.

There are also slight differences in how they are moved in Old Subilling Module

HAND SIGNED LIENS

For Hand-Signed Liens, Project Manager Approval moves bill from Pending to Approved in Status column and sends the Lien Release to the Subcontractor.

To move Bills from Approved to Accepted Status do one of the following:

  • Approve the subs Hand-Signed Lien (PM or Accountant can do this)
  • Use Accept or Print and Accept in Accountant Accept Screen
  • Accountant checks bills and uses Print on Batch Actions (Pending Bills excluded*)

*WHY ARE PENDING BILLS EXCLUDED? If an Accountant Prints a Bill in Pending status, it will post the Print Date but will NOT move the bill to Accepted. This is because it would be difficult to see that those bills have not yet been Approved by a Project Manager which emails the lien release to the sub!

In Old Billing Module the triggers to move Approved to Accepted are:

  • Approving the Hand-Signed Lien (PM or Accountant can do this)
  • Clicking Accept on the Ellipses next to the Bill
  • Accountant checks boxes and select Accept on Batch Actions
  • Accountant checks boxes and selects Print on Batch Actions. (Important for old Billing Module because there was no Accept option in old billing. Printing was the old action that typically designated work on the bill to be complete in Paskr.

DIGITALLY SIGNED LIENS

For Digital Liens, Project Manager Approval moves bill from Pending to Approved in Status.

To move Bills from Approved to Accepted Status Accountants will do one of the following:

  • Accept/Notarize or Print and Accept from Accountant Accept Screen
  • Accountant checks boxes and select Accept on Batch Actions
  • Accountant checks boxes and selects Print on Batch Actions (not permitted on Bills in Pending)
  • Users with the PM/Accountant Dual Role set their contact can Approve/Accept in one click. If will also Notarize at same time if they have this enabled.