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How to View Subcontractor Job and Payment History

Modified on: Fri, Apr 29 2022 11:34 AM

How to View Subcontractor Job and Payment History 


Document Overview 
- View all jobs subcontractors have submitted invoices on   
- View invoice details (amount, outstanding amount, change orders, retainage, due date, etc.)  
- Ability to view payment details per invoice (check number and date, amount paid) 
- Ability to view outstanding retainage per subcontractor 
 
Sample View Below. 

 

Sample View Below: Payment Details. 
 
 

 

 

  1. Subcontract Management 

  1. Query  

  1. Executive Query by Vendor 

 

 

  1. Enter Company number 

  1. Enter the Vendor number 

  1. Click Query Data 

 

 

  1. Click Drill Down 

 

 

  1. Click the Query by Example search icon 

  1. Enter the invoice number and/or project number in the search fields  

  1. Press Enter 

 

  1. Click the row of data of the desired invoice/project to view 

  1. Click Vouchers 

 

  1. Click the row of data of the desired invoice to view payment details 

  1. Click Drill Down 

 

  1. Review payment details 

 

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