Verify a progress claim, obtain Controller approval and resolve the required waiver before payment handoff.
Subcontractor User prepares the claim for the purchase order and project. Its period and line quantities need to describe the same work. The routing workflow refuses a submitted claim when the subcontractor is Suspended.
Project Manager compares the submitted claim with order lines and site progress. Record Verified with the verifying user and date when the work supports the amount. Resolve disputed quantities before passing the claim to Controller.
Controller reviews the verified amount, retainage and backcharges, then records Approved or Rejected. A backcharge must identify the application receiving the deduction so the team can trace the amount under discussion.
Controller follows the required waiver type and project jurisdiction. An approved claim waits at Pending lien waiver while the required evidence is outstanding. A matching Signed or Received waiver lets the release workflow move the claim to Ready for payment.
Controller hands the released amount to the connected accounting process. Record Paid and the payment date after confirming the outcome. Retain the claim's links for the annual recipient reconciliation.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.