Navigate to your invoice in "Pending approval" status.
Use the scroll bar to view all the columns of your invoice.
The GC is able to edit the "Retainage released" fields for each line items before the invoice is approved.
The "Details" window can be expanded or collapsed by clicking in the "i" icon. Collapsing it allows to view more columns of the invoice without scrolling.
The "Project Commitments" drop down allows us to see the amounts paid, approved, retained, and remaining.
The "Summary" section contains more contractual and financial information.
The file management section allows you to download the following pre-populated documents:
PDF AIA form
PDF control log
This section also allows you to upload additional documents associated with this invoice.
The top right buttons allow you to view the documents details, the document history, as well as to respond with a comment if you are requesting edits to your subcontractor.
For example, clicking "History" will allow you to view the timestamps and users responsible for each stage in the invoice's status.
To request edits from your sub, click on "Respond with comments".
The following window will pop-up. Click send once you've entered your comments.
Note: This will change the status of the invoice from "Pending Approval" to "Sent for review", however, it does not prevent you from approving the invoice after leaving a comment if no edits are required from the subcontractor.
To approve the invoice, click on "Approve". You will be asked to chose between approving with or without requesting lien waivers.
Note: to be able to request a lien waiver as you approve the invoice, a lien waiver template document must exist within the "Contracts module".
Finally, confirm by clicking approve in the pop-up.
