Progress Billings - Workflow Diagrams Last updated Save as PDF Subcontractor Payment Applications Accept or Decline an 'Invite to Bill' as a Payment Application ContactAccept or Decline an '...DRAFTDRAFTSTARTSTARTDoes the purchase order or subcontract have an 'Invoice Contact'?Does the purchase order or subcontract have...Add Payment application Contacts to a Purchase Order or SubcontractAdd Payment application Contacts t...Create Automatic Billing PeriodsCreate Automatic Billi...Create Manual Billing PeriodsCreate Manual Billing...AUTOMATICAUTOMATICMANUALMANUALHow do you want to create the current billing period?How do you want to create the c...COMMITMENTSCOMMITMENTSPROGRESS BILLINGSPROGRESS BILLINGSWhich tool do you want to use?Which tool do you want to use?Add Payment application Contacts to a Purchase Order or SubcontractAdd Payment application Contacts t...INVOICE CONTACT(an external collaborator)INVOICE CONTACT...INVOICE ADMINISTRATOR(an internal user)INVOICE ADMINISTRATOR...Who will create the new payment application?Who will create the new payment application?Optional StepOptional StepLEGENDLEGENDPayment application Administrator (an internal user)Payment application Administrato...Payment application Contact(an external collaborator)Payment application Contact...CommitmentsCommitmentsProgress BillingsProgress BillingsBETACreate a Subcontractor Payment application on Behalf of a Payment Application ContactBETA...ENDENDSend an 'Invite to Bill' to a Payment Application ContactSend an 'Invite to...Revise and Resubmit a Payment Application as a Payment Application ContactRevise and Resubmit...REVISE AND RESUBMITREVISE AND RESUBMITDoes the payment application contact want to submit a payment application for the current billing period?Does the payment application contact want t...RECEIVE EMAILRECEIVE EMAILACCEPTEDACCEPTEDDid the Payment application Administrator reject any line items on the payment application?Did the Payment application Administrator...ENDENDDECLINEDDECLINEDSubmit a New Payment application as a Payment Application ContactSubmit a New Payment application as...BETAReview a Subcontractor Payment application as an AdminBETA...Are you using one of the supported ERP Integrations to sync payment applications? (Sage 300 CRE, QuickBooks, Yardi)Are you using one of the supported...DRAFTDRAFTBETASubmit a New Payment application as a Payment Application ContactBETA...Continued from the 'Create a Commitment' workflowContinued from the 'Create a C...Continue to the 'Export Approved Subcontractor Payment applications to ERP' workflowContinue to the 'Export Approv...
