Tutorials

Subcontractor Progress Claims

About Subcontractor Progress Claims

• Progress Claim Contacts
  • Add Invoice Contacts to a Purchase Order or Subcontract
  • Send an 'Invite to Bill' to an Invoice Contact
  • Accept or Decline an 'Invite to Bill' as an Invoice Contact
  • Submit a New Invoice as an Invoice Contact
  • Revise & Resubmit an Invoice as an Invoice Contact
• Billing Periods
  • Create Automatic Billing Periods
  • Create Manual Billing Periods
  • Edit a Billing Period For Progress Claims
• Subcontractor Progress Claims
  • Bulk Edit the Status of Subcontractor Progress Claims
  • Compile Progress Claim Backups
  • Create an Invoice on Behalf of an Invoice Contact
  • Export a Subcontractor Progress Claim
  • Export the Subcontractor Invoicing Page
  • Review Invoices as an Admin
  • Search, Filter and Group Progress Claims
  • Retention
    • Create a Subcontractor Progress Claim for the Release of Retention
    • Set or Release Retainage on a Subcontractor Invoice
  • Subcontractor Schedule of Values (SSOV)
    • Add a Subcontractor SOV to a Commitment as a Subcontractor
    • Create a Subcontractor SOV
    • Enable or Disable a Subcontractor SOV Tab on a Commitment
    • Enable or Disable the Subcontractor SOV Tab on the Commitments Tool
• Payments Issued
  • Add a New Payment to the Payments Issued Tab of the Invoicing Tool
  • Enable the Payments Issued Tab for Invoicing
• Payment Schedule
  •   Create a Payment Schedule
     

Settings

• Configure Settings: Invoicing
• Enable the Payments Issued Tab for Invoicing

Owner Progress Claims

• Create a Record for a Payment Received
• Create an Owner Progress Claim
• Edit an Owner Progress Claim's Configurable PDF View
• Email an Owner Progress Claim
• Export an Owner Progress Claim as a PDF, CSV or PDF with attachments
• Set or Release Retention for All Line Items for an Owner Progress Claim

DocuSign® Integration

• Bulk Send Subcontractor Progress Claims to DocuSign®
• Complete Subcontractor Progress Claims with DocuSign®
• Update and Set Up DocuSign® on an Owner Progress Claim