How to mark a task complete and upload its invoice (contractors)

Follow these steps to ensure your completed work is billed correctly and removed from your active dashboard:

Step 1: Locate the Completed Work

• Open the Current list tab to see all ongoing tasks.
• Identify the specific task that has been finished.

Step 2: Update the Task Status

• Click the Three Dots (⋮) action menu on the far right of the task row.
• Select the option to mark the job as Complete.
• This action signals to the system that the operational phase is over and the financial phase has begun.

Step 3: Upload or Generate the Invoice

• Click the Three Dots (⋮) action menu on the far right of the task row.
• Select the option Upload invoice.
• Attach your formal PDF invoice required by the managing agent.

Step 4: Verify the Transfer

• Once the invoice is submitted, the task will automatically move from the Current list.

Filter the tasks to view ‘Items that have been done’.