Bulk Edit the Status of Subcontractor Invoices
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
- Required User Permissions:
- 'Admin' level permissions on the project's Commitments tool.
Prerequisites
Steps
- Navigate to the project's Invoicing tool.
- Click the Subcontractor tab.
- Mark the checkboxes next to the invoices that you want to update.
- Click Edit.
- Select the appropriate status from the drop-down list:
- Draft. The invoice still needs to be approved. Costs are not reflected in the budget.
- Under Review. The invoice is currently being reviewed by an approver. Costs are not reflected in the budget.
- Revise & Resubmit. The invoice needs to be reviewed and resubmitted. Costs are not reflected in the budget.
- Pending Owner Approval. The invoice 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 an invoice (see Create an Invoice on Behalf of an Invoice Contact or Create and Submit an Invoice as an Invoice Contact), change the invoice's status to 'Under Review' when you are ready to send it to the invoice administrator. The administrator can then change its status to 'Approved' as needed.
- Users with 'Standard' level permissions can bulk edit invoices only when the invoice is in the 'Draft' or 'Revise & Resubmit' status.
- Click Save Edits.