Head Contractor Exports Dockets for Invoicing

Before you can start this workflow, you need to receive the invoice and Virtual Super CSV file from a subcontractor admin (Supplier).  Once you have these, follow the workflow outlined in the video (below) to check the subcontractor admin invoice and CSV file before marking the dockets as Reconciled.

IMPORTANT:

• Ensure all selected dockets have been set to Invoiced before exporting as it is possible for the subcontractor admins to enter an invoice number without marking the dockets as Invoiced.  If this is the case, they will need to be prompted to mark them as Invoiced.
• Check your CSV file against the subcontractor administrator's CSV file.  If you are happy that they match, Reconcile the dockets.  

• Once the dockets are Reconciled, you can Archive them to hide them from view, allowing your Dockets page to load faster.

  See this article if you are unsure how to Archive dockets.

Head Contractor Exports for Invoicing in the Virtual Superintendent:

Subcontractor Admins process dockets for invoicing:

Here is the link to demonstrate how the subcontractor admins process dockets for invoicing.  You should copy and paste this link and send it to all of your Suppliers so that they understand the invoicing workflow.

Note: It is recommended that you watch the video to familiarise yourself with their part of the workflow.