Tutorials

Subcontractor Payment Applications

About Subcontractor Payment Applications

• Payment Application Contacts
  • Add Payment Application Contacts to a Commitment
• Billing Periods
  • Create Automatic Billing Periods in the Payment Applications Tool
  • Create Manual Billing Periods in the Payment Applications Tool
  • Edit a Billing Period For Payment Applications
• Subcontractor Payment Applications
  • Compile Subcontractor Payment Application Backup
  • Bulk Edit the Status of Subcontractor Payment Applications
  • Compile Payment Application Backups
  • Create a Payment Application on Behalf of a Subcontractor
  • Create and Submit a Payment Application as a Subcontractor
  • Create a Payment Programme (AUS/NZ)
  • Export a Subcontractor Payment Application
  • Export the Subcontractor Invoicing Page
  • Review Payment Applications as an Admin
  • Review Payment Applications as a Subcontractor
  • Search, Filter and Group Payment Applications
  • Send Subcontractor Payment Application Invitations
  • Submit a Payment Application as a Subcontractor
  • Retention
    • Create a Subcontractor Payment Application for the Release of Retention
    • Set or Release Retention for All Line Items for a Payment Application
  • Subcontractor Bill of Quantities (SBOQ)
    • Add a Subcontractor BOQ to a Commitment as a Subcontractor
    • Create a Subcontractor BOQ
    • Enable or Disable a Subcontractor BOQ
    • Edit Commitment Subcontractor Bill of Quantities (as a Sub)
• Payments Issued
  • Add a New Payment to the Payments Issued Tab of the Payment Applications Tool
  • Enable the Payments Issued Tab for Invoicing
• Payments Received
  • Create a Record for a Payment Received

Settings

• Configure Settings: Payment Applications
• Enable or Disable a Subcontractor BOQ
• Enable the Payments Issued Tab for Invoicing

Owner Payment Applications

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

DocuSign® Integration

• Bulk Send Subcontractor Payment Applications to DocuSign®
• Complete Subcontractor Payment Applications with DocuSign®
• Update and Set Up DocuSign on a Subcontractor Payment Application
• Update and Set Up DocuSign® on an Owner Payment Application