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Workflow

 

Interactive Workflow Diagrams

Click the boxes in the workflow diagrams below to open the related tutorial. 

Subcontractor Invoices

 

 

Accept or Decline an 'Invite to Bill' as an Invoice Contact
Accept or Decline an '...
DRAFT
DRAFT

 

 

 

 

START
START
Does the purchase order or subcontract have an 'Invoice Contact'?
Does the purchase order or subcontract have...
Add Invoice Contacts to a Purchase Order or Subcontract
Add Invoice Contacts t...
Create Automatic Billing Periods
Create Automatic Billi...

 

Create Manual Billing Periods
Create Manual Billing...
AUTOMATIC
AUTOMATIC
MANUAL
MANUAL
How do you want to create the current billing period?
How do you want to create the c...
COMMITMENTS
COMMITMENTS
PROGRESS BILLINGS
PROGRESS BILLINGS
Which tool do you want to use?
Which tool do you want to use?

 

Add Invoice Contacts to a Purchase Order or Subcontract
Add Invoice Contacts t...
INVOICE CONTACT
(an external collaborator)
INVOICE CONTACT...
INVOICE ADMINISTRATOR
(an internal user)
INVOICE ADMINISTRATOR...
Who will create the new invoice?
Who will create the new invoice?
Optional Step
Optional Step
LEGEND
LEGEND
Invoice Administrator (an internal user)
Invoice Administrato...
Invoice Contact
(an external collaborator)
Invoice Contact...
Commitments
Commitments
Progress Billings
Progress Billings

 

BETA
Create a Subcontractor Invoice on Behalf of an Invoice Contact
BETA...

 

END
END

 

Send an 'Invite to Bill' to an Invoice Contact
Send an 'Invite to...

 

Revise and Resubmit
an Invoice as an Invoice Contact
Revise and Resubmit...
REVISE AND RESUBMIT
REVISE AND RESUBMIT
Does the invoice contact want to submit an invoice for the current billing period?
Does the invoice contact want t...
RECEIVE EMAIL
RECEIVE EMAIL
ACCEPTED
ACCEPTED
 
Did the Invoice Administrator reject any line items on the invoice?
Did the Invoice Administrator...

 

END
END
DECLINED
DECLINED
 
Submit a New Invoice as an Invoice Contact
Submit a New Invoice as...
BETA
Review a Subcontractor Invoice as an Admin
BETA...
Are you using one of the supported ERP Integrations to sync invoices? 
(Sage 300 CRE, QuickBooks, Yardi)
Are you using one of the supported...
DRAFT
DRAFT

 

 
 
BETA
Submit a New Invoice as an Invoice Contact
BETA...
Continued from the 'Create a Commitment' workflow
Continued from the 'Create a C...
Continue to the 'Export Approved Subcontractor Invoices to ERP' workflow
Continue to the 'Export Approv...