Subcontractor Administrator Processes Dockets for Invoicing

Subcontractor Administrators can follow this workflow to process dockets for invoicing in the Virtual Superintendent.

When you send your invoice to the head contractor, you also need to send a Virtual Super CSV file.  

There are two steps to processing your dockets for Invoicing:

  1. Filter to find the dockets you are to invoice, add a reference Invoice Number then set the filtered dockets as Invoiced.
  2. Export the filtered dockets to a CSV file and send this along with your invoice to the head contractor.

IMPORTANT:

  • It is important that your Invoice Number is added as a reference to the filtered dockets in the Virtual Super.

  • It is essential that you set these dockets as Invoiced once you have added the Invoice Number.

    Note: When you are changing the state of the dockets to Invoiced, the invoice button will only become available if all of the filtered dockets are Approved (see the graphic below).

  • Send your invoice together with your Virtual Super CSV export file to the head contractor.

This video demonstrates the steps required to process your dockets for invoicing:

Note: When creating the Export file, select the Detailed CSV option not For Invoicing (Oracle).

Selecting For Invoicing (Oracle) is for projects who are using the Oracle financial system. The workflow outlined in this video is more relevant for most projects.