Tutorials

Commitments

• Add a Line Item to a Commitment's Schedule of Values
• Add a Related Item to a Purchase Order or Subcontract
• Approve and Sign a Commitment Contract
• Create a Commitment
  • Create a Purchase Order
  • Create a Subcontract
• Edit a Commitment
• Delete a Purchase Order or Subcontract
• Email a Commitment
• Enable Retainage on a Commitment
• Export Commitments to CSV or PDF
• Export a Purchase Order or Subcontract to DOCX or PDF
• Import a Commitment CSV
• Search for and Apply Filters to Commitments
• View Commitments
  • View a Purchase Order
  • View a Subcontract
• View Reports in the Commitments Tool

Commitment Change Orders (CCOs)

• Add Financial Markup to Commitment Change Orders
• Create a Commitment Change Order (CCO)
• Send a CCO to ERP Integrations for Accounting Acceptance

Subcontractor Invoices

About Subcontractor Invoices

• Invoice Contacts
  • Add Invoice Contacts to a Purchase Order or Subcontract
  • Send an 'Invite to Bill' to an Invoice Contact
  • Accept or Decline an 'Invite to Bill' as an Invoice Contact
  • Submit a New Invoice as an Invoice Contact
  • Revise & Resubmit an Invoice as an Invoice Contact
  • Update a Subcontractor SOV as an Invoice Contact
• Billing Periods
  • See the Invoicing tool. 
• Subcontractor Invoices
  • Create an Invoice on Behalf of an Invoice Contact
  • Submit a New Invoice as an Invoice Contact
  • Review a Subcontractor Invoice as an Administrator
  • Revise & Resubmit an Invoice as an Invoice Contact
  • Retainage
    • Create a Subcontractor Invoice for the Release of Retainage
    • Set or Release Retainage on a Subcontractor Invoice
  • Subcontractor Schedule of Values (SSOV)
    • Enable or Disable a Subcontractor SOV
    • Add a Subcontractor SOV to a Commitment
    • Update a Subcontractor SOV as an Invoice Contact
• Payments Issued
  • Add a New Payment to the Payments Issued Tab of a Commitment
  • Enable the Payments Issued Tab on a Commitment
• Payment Schedule
  •   Create a Payment Schedule 

Settings

• Configure Settings: Commitments Tool
• Edit the Advanced Settings Tab on a Commitment

Integrations