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

Steps

1. Navigate to the project's Invoicing tool.
2. Click the Subcontractor tab.
3. Place a checkmark next to the invoices with the statuses to update.
4. Click Edit.
   
5. 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 a Subcontractor or Create and Submit an Invoice as a Subcontractor), it is recommended that you change the invoice's status to 'Under Review' only when you are ready for invoice to be reviewed. The reviewer can then change its status to 'Approved' as needed. 
     • Users with 'Standard' permission can bulk edit invoices only when the invoice is in the 'Draft' or 'Revise & Resubmit' status.
6. Click Save Edits. 

See Also

• Create an Invoice on Behalf of a Subcontractor
• Create and Submit an Invoice as a Subcontractor