1 Overview
Contractors may require the ability to manage invoicing on behalf of subcontractors. The account managing the invoicing is known as the Main Contractor and the subcontractor as the Affiliate.
This gives the Main Contractor the ability to upload invoices and track approval/payment.
2 Setup and Use
The Main Contractor needs the Main Contractor privilege enabled for this functionality to be made available. Either the Managing Agent or Main Contractor must contact Dwellant Customer Service (customerservice@dwellant.com) to request this privilege be enabled.
Once this has been done, two new options will appear in the Edit Details dialogue when uploading invoices:
When uploading on behalf of an Affiliate, please select the third option “I want to submit an invoice for another contractor.”
Next, select the Managing Agent whose building you wish to assign the invoice to.
If the Affiliate has a contractor account registered with the Managing Agent chosen, search and select their name in the Affiliated Contractors field. If not, click the drop-down button and choose “Unlisted Contractor.”
Complete the rest of the details as normal and click OK for the invoice to be sent for approval.
This icon will appear next to the invoice reference number in your invoice list to indicate that it was uploaded on behalf of an Affiliate:
Please note: If the Main Contractor has Textract auto-reading enabled, data extraction will be attempted when the invoice is uploaded before failing due to an unrecognized format. When uploading, you will need to wait until it has failed and its state has returned to “More Data Required” before proceeding.