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What are the Quick Links for Accountants in Sub Billing?
Additional Quick links have been added to the Subilling page to Assist Accountants with their work. The Quick Links will appear differently depending upon:
- User Roles (PM, Accountant, Notary)
- GC Lien release setting (Digital or Hand-signed)
DIGITAL LIENS
- Approve/Accept – Quick link that launches the User into Approvals or Acceptance of Sub Bills from Oldest to most recent. The text in this button depends upon user role settings in company contact.
- Liens to Notarize – Only Accountants with Notary will have a this Quick Link
- Unsigned Liens – Allows PM/Accountants to checked for unsigned digital liens before Approve/Accept/Notarize
- Not Printed – a Quick link to view which Bills in Approved, Accepted, Paid categories.
Other Updates
- The Settings Icon will only appear for Notaries using Digital Lien option. It provide a way to turn Notarize Sub Billing on and off.
- The Submitted on Toggle was added to help locate bills by the date they were Submitted On (default), Bills Approved On or Accepted On
HAND-SIGNED LIENS
- Approve or Accept – Quick link that launches the User into Approvals or Acceptance of Sub Bills from oldest to most recent. The text in this button depends upon user role settings in company contact.
- Liens to Approve – Displays all Liens that have been submitted by the Subcontractor and are ready for Approval (show piece of Paper Icon)
- Awaiting Liens – Allows PM/Accountants to check to see which Bills Hand-signed Liens have been requested for, but have not yet been returned by the Subcontractors.
- Not Printed – a Quick link to view which Bills in Approved, Accepted, Paid categories have not yet been Printed. (NOTE: Check Pending & Not Printed on Filter to check for Printed items in Pending status)
Other Updates
- Printing in Pending status is now possible for an Accountant, but it will ONLY post the Print Date and will not move the status out of Pending. It will still need to be Approved by a Project Manager to change Status. NOTE: This update is simply so Accountants who Print bills first can see which items have already been Printed so they will not duplicate or miss any bills.
- The Submitted on Toggle was added to help locate bills by the date they were Submitted On (default), Bills Approved On or Liens Approved On
