You can enter sub bills for subcontractors with a locked and signed subcontract who will not bill through their Sub Portal. Bills entered this way use the subcontract's cost code layout as the Schedule of Values (SOV), even if you have the custom SOV rule set under Accounting > Billing > Billing Requirements.
Start a new sub bill
Step 1: Click Accounting > Billing > Approve Sub Billing, then click Add New Sub Bill.
Step 2: In Project, type part of the project name and select it from the list.
Step 3: In Company, select the subcontractor. The list shows the subcontractors on the selected project.
Step 4: Enter the subcontractor's Invoice Number, then click Create New Sub Bill.
Note: If the subcontractor already has a bill on this project that has not been approved, RedTeam Go shows the message "Can't create a bill for this contractor. Approve previous bills from this contractor first." Approve the previous bill, then create the new one.
Enter the bill
The bill opens with the subcontract's cost codes and any change orders as lines.
Check the Sub Invoice # and set the Period Start Date and Period End Date for the billing period.
Enter the amounts for each line, either in the WIP$ (Work in Progress) column or as a percent complete in the % Comp column. The two are linked: entering a value in one fills in the other. RedTeam Go calculates the Retainage (using the Work Retainage % shown at the top) and the Payment Due.
Click Attach Documents to add supporting files, such as a copy of the bill you received from the subcontractor outside RedTeam Go. Even if you attach a bill, you still need to enter the billing amounts.
Click Submit Bill when the bill is complete.
Not ready to submit? The page warns that a sub bill left without submitting will be deleted. To be sure an unfinished bill is removed, click Delete and confirm with Yes. You can create the bill again when you are ready.
After you submit
Sub bills entered this way do not go through the subcontractor's Sub Portal, so they skip the subcontractor submission step and move ahead in the approval process. Depending on the role of the user who enters the bill, it may be marked Approved or Accepted. If your company uses the QuickBooks integration, the bill syncs to QuickBooks once it is accepted. See RedTeam Go - QuickBooks Trigger Points.