Commitments - Workflow Diagrams
Create a Commitment
Configure Settings: Commitments
Configure Settings: Co...
Approve and Sign a Commitment Contract
Approve and Sign a Co...
Start
Start
END
END
Create a Commitment
Create a Commitment
Complete a Commitment with DocuSign
©
Complete a Commitment...
Edit the Advanced Settings Tab on a Commitment
Edit the Advanced Sett...
Add a Subcontractor Schedule of Values to a Commitment
Add a Subcontractor Sc...
Email a Commitment
Email a Commitment
Add a New Payment to the Payments Issued Tab in a Commitment
Add a New Payment to t...
Create a Subcontract
Create a Subcontract
Create a Purchase Order
Create a Purchase Orde...
Create an Invoice for the Release of Retention Money
Create an Invoice for...
Send a Commitment to ERP Integrations for Accounting Acceptance
Send a Commitment to E...
Does your company use the ERP Integrations tool?
Does your company use the ER...
Do you use
Procore+ DocuSign
©
?
Do you use...
LEGEND
LEGEND
General Contractor
General Contractor
Subcontractor
Subcontractor
Optional Step
Optional Step
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
Invoicing
Invoicing
Add an 'Invoice Contact' with the Commitments or Invoicing tool?
Add an 'Invoice Contact' with the Co...
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
Invoicing
Invoicing
Create a New Invoice on Behalf of the Invoice Contact
Create a New Invoice o...
END
END
Send an 'Invite to Bill' to an Invoice Contact
Send an 'Invite to...
Revise & Resubmit an Invoice as an Invoice Contact
Revise & Resubmit an I...
REVISE & RESUBMIT
REVISE & 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...
Review an Invoice as an Invoice Administrator
Review an Invoice as an...
Are you using one of the supported ERP Integrations to sync invoices?
Are you using one of the suppo...
Sage 300 CRE
Sage 300 CRE
QuickBooks
QuickBooks
Are You Using Sage 300 CRE or QuickBooks?
Are You Using Sage 3...
See the 'Export Approved Subcontractor Invoices to QuickBooks' Workflow
See the 'Export Approved S...
See the 'Export Your Approved Subcontractor Invoices to Sage 300 CRE' Workflow
See the 'Export Your Appro...