How do I add a Required Document?
How Do I View and upload Required Documents?
If the GC wishes to return the Material Vendor List to the Subcontractor for edit prior to approving, an Accountant can go to Briefcase>Required Documents inside the project and click in the Edit column to change it from No to Yes and follow the prompts to send the notification to the Subcontractor.
If the Accountant has Accepted an Expense/Field PO that needs to be Edited or Deleted:
Refilter to Approved/Not Accepted, locate the item, click on the Ellipses (…) and select Edit to open
Edit or Delete as usual