Import a sub's pay app or invoice

Read their quantities and rates, check them against what they are assigned, and log the entries.

Steps

1. Upload the sub's pay app or invoice PDF.
2. Each row the document shows is matched to one of the sub's assigned items, with this-period and to-date quantities and the rate it read.
3. Rows that did not match confidently are flagged — pick the item or leave them skipped.
4. Save. Entries are created on the sub's items so their total reconciles to the document.

What it affects

• Placed and earned on those items, same as if you had logged the quantities yourself.

Good to know

• For a plain invoice (an amount, not quantities) use the invoice upload on the sub instead; it tracks sunk cost to date without touching quantities.