The Statuses for Sub Bills are:
Pending, Approved, Accepted, Rejected, and Paid
Use the filter (funnel icon) to choose which status items appear on your screen. Note that the triggers that alter statuses on the Accounting Sub billing page and within the Project at Billing > Sub billing vary based on whether your company employs Hand-signed Liens or Digitally Signed Liens.
There are also slight differences in how they are moved in the old sub-billing module.
HAND SIGNED LIENS
For Hand-Signed Liens, the Project Manager's Approval moves the bill from Pending to Approved status and sends the Lien Release to the Subcontractor.
To move bills from Approved to Accepted status do one of the following:
Approve the sub's Hand-Signed Lien (This task can be completed by either a PM or an Accountant.)
Use Accept or Print and Accept in Accountant Accept Screen
Accountant checks bills and uses Print on Batch Actions (Pending Bills excluded*)
*WHY ARE PENDING BILLS EXCLUDED? If an Accountant Prints a Bill in Pending status, it will post the Print Date but will NOT move the bill to Accepted. This is because it would be difficult to see that those bills have not yet been Approved by a Project Manager which emails the lien release to the sub!
In Old Billing Module the triggers to move Approved to Accepted are:
Approving the Hand-Signed Lien (PM or Accountant can do this)
Clicking Accept on the Ellipses next to the Bill
To accept invoices, the accountant must simply check the corresponding checkboxes and click on Accept option under Batch Actions.
To print invoices, the accountant must simply check the corresponding checkboxes and click on the Print option under Batch Actions. (Important for the old Billing Module because there was no Accept option in the old billing. Printing was the old action that typically designated work on the bill to be completed in RedTeam Go.
DIGITALLY SIGNED LIENS
For Digital Liens, Project Manager Approval moves the bill from Pending to Approved in Status.
To move Bills from Approved to Accepted Status Accountants will do one of the following:
Accept/Notarize or Print and Accept from Accountant Accept Screen
To accept invoices, the accountant must simply check the corresponding checkboxes and click on Accept option under Batch Actions.
To print invoices, the accountant must simply check the corresponding checkboxes and click on the Print option under Batch Actions. Please note that this feature is not available for Bills in Pending.
Users with the PM/Accountant Dual Role set in their profile can Approve/Accept in one click. It will also Notarize at the same time if they have this enabled.