how to approve payments

NOTE: Subcontractors will request payment via Buildertrend.

Find the amount they’ve requested by clicking into their PO >click the “Payments/Lien Waivers” tab>click the request title >view the amount requested on the top left of the window.

  1. Then, in Buildertrend, under the Bills/PO’s tab, open the comment section of the PO that you are approving payment for by clicking the “0” or “1” etc (this is just displaying however many comments there have been thus far)

2. Write a comment that you are approving the payment to the subcontractor based on your knowledge of the completion of their scope of work. Make sure to include the amount you are approving.

3. Click the “Viewer & Notification Settings” dropdown menu

4. We do not need to notify the Subcontractor of your comment unless necessary. You may also want to only notify certain co-workers. Adjust this as needed by unchecking the Subs/Vendors checkbox and by clicking the “x” in the top right of each member’s name.

Click “Send”

Accounts Payable will then review all approvals and process payment according to the project’s pay schedule.

Great work!