Build your contractor invoice approval tracker.

How to build your contractor invoice approval tracker

1. 1

   Describe the job

   Connect contractor invoice lines to the work and variations being claimed.

2. 2

   Review the first version

   Choose how the accounts payable coordinator records the contractor and how the work reviewer reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your contractor invoice approval tracker

• Keep the contractor in context

  Keep contractor, invoice, accepted work reference, claimed amount, disputed line and decision together so the next person can understand the request or record.

• When the next step needs a decision

  A contractor invoice includes a variation that has not been accepted. Keep the disputed line separate while the responsible reviewer checks the approved work evidence.

• Keep decision visible

  Keep the disputed variation separate until the reviewer accepts its work reference.

• Choose what each person needs

  Give the accounts payable coordinator a working view and the work reviewer a review view. Keep contractor and invoice attached to the decision as the work moves between them.