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City of South Bend Projectmates Playbook
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City of South Bend Projectmates Playbook
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1/10/2023 2:38:05 PM
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1/10/2023 2:37:37 PM
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Board of Public Works
Document Type
Projects
Document Date
1/10/2023
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| Standard Operating Procedures <br /> Updated 09/2022 <br /> Page 23 of 24 <br />11. On the Approval tab, click on <br />Start Approval to begin the electronic <br />approval process. <br /> <br />Invoices & Pay Applications <br /> <br /> ↓ <br /> <br />↓ <br /> <br /> <br />Invoice Creation Workflow: External business partners who are users in Projectmates enter in invoices <br />and pay applications. Otherwise, internal users can enter in the invoices and pay applications directly. <br /> <br /> <br />Invoice Approval Process: General Invoices <br />1. Internal-Project Inspector <br />2. Toy Villa <br /> <br />Invoice Approval Process: Invoice retainage Release <br />1. Internal-Project Manager <br />2. Internal-Board Clerk <br />3. Toy Villa <br /> <br />To Create a New Invoice/Pay App <br />1. Click Create new item. <br /> <br />2. Select the contract from the drop-down list. <br />All contract information will be pulled into <br />the invoice. <br /> <br /> <br /> <br /> <br /> <br /> <br />
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