Establish which documents you will require to be included with each invoice your subcontractors submit.
You can set up requirements for a particular contract, if they are unique to this contract. However, if the requirements should apply to all contracts,
set them up at the project level.
- From your Dashboard, select the project.
The contracts appear.
- Select the pertinent contract.
- Among the tabs at the top of the screen, select Requirements.
If you already have one or more requirements set up, they are listed. Select Add another requirement to add another one and skip step 4.
- If no requirements exist yet, select one:
- Add your first controlled requirement.
- Add your first uncontrolled requirement.
- Add your first lower tier requirement.
- Make your selections accordingly. If needed, see Controlled and Uncontrolled Requirements.
- Select Add attachment.
The document now appears in the list of Billing Requirements for the contract. The requirement to provide this document now applies to this contract, and will be included with each invoice your subcontractor submits.