Bulk Edit the Status of Subcontractor Payment Applications

Objective

To bulk edit statuses for multiple subcontractor invoices. 

Background

Use the steps below to change the status of multiple subcontractor invoices at once. 

Things to Consider

Steps

1. Navigate to the project's Invoicing tool.
2. Click the Subcontractor tab.
3. Place a tick next to the payment applications with the statuses to update.
4. Click Edit.
   
5. Select the appropriate status from the drop-down list:
   • Draft. The payment application still needs to be approved. Costs are not reflected in the budget.
   • Under Review. The payment application is currently being reviewed by an approver. Costs are not reflected in the budget.
   • Revise & Resubmit. The payment application needs to be reviewed and resubmitted. Costs are not reflected in the budget. 
   • Pending Owner Approval. The payment application is waiting to be approved by the owner. Costs are not reflected in the budget.
   • Approved as Noted. This amount will not show up on the budget.
   • Approved. This amount will show up in the Job to Date Costs column on the budget.

      Notes

     • When creating a payment application (see Create a Payment Application on Behalf of a Subcontractor or Create and Submit a Payment Application as a Subcontractor), it is recommended that you change the payment application's status to 'Under Review' only when you are ready for the payment application to be reviewed. The reviewer can then change its status to 'Approved' as needed. 
     • Users with 'Standard' permission can bulk edit payment applications only when the payment application is in the 'Draft' or 'Revise & Resubmit' status.
6. Click Save Edits. 

See Also

• Create a Payment Application on Behalf of a Subcontractor
• Create and Submit a Payment Application as a Subcontractor