Smartapp.com

Vendor Pay Application can be Authorized by

Create and Manage Pay Applications with both Vendors & Clients (GC) and 

Create and Manage my Company Pay Application(Sub Contractor)

Users can review and authorize Pay Application Items sent or received by each other.

Following steps describes the involved authorization process, emphasizing the essential requirements for enabling the authorization button.

Notification and Access:

Upon receiving an email notification, User can access the Pay Application Item by clicking the 'Review & Authorize' button in the notification or navigating to the 'Finance Tab' and selecting the 'Vendor Pay Application' tile.

Action Options:

User can choose between two actions:

Authorize: Sets the status to 'Payment Authorized,' allowing the payment process to proceed.

Reject: Sends the Pay Item back to the GC for necessary modifications, moving it to the 'Reject' state for both parties.

Pay Application Status:

User views the Pay Application Item in the 'Awaiting Acceptance' status, while the same item is in the 'Submitted & Waiting for Other Party' status for the respective counterpart, ensuring clear identification of the creator.

Signature and Confirmation:

User  acknowledges the Pay amount by clicking the checkbox.

User signs in the provided section, with the name and date displayed below the Signature Box.

Create and Manage my Company Pay Application(Sub Contractor)

Create and Manage Pay Applications with both Vendors & Clients (GC)

Authorization Button Enablement:

The 'Authorize' button is initially disabled and is enabled under the following conditions:

• A Lien file is added in the Lien Waiver tab.

• The checkbox is selected in the Lien Waiver tab.

• The signature is added in the Lien Waiver tab.

Authorization Confirmation:

Upon clicking the 'Authorize' button, the Pay Application Item's status changes from 'Awaiting Acceptance' to 'Payment Authorized,' indicating successful authorization by the User.