10/22/2022 Release Notes

Client Approvals, Approval Review, Invoices

Jamaica Go avatar
Written by Jamaica Go
Updated over a week ago


Welcome to Keep Being INGENIOUS, the fabulous newsletter about the shiniest new features and enhancements to our dynamic and constantly improving platform!

You can now submit received vendor invoices to your client!

On-system collaboration just got better. As an Owner’s Rep, when you receive and approve an invoice from your vendor, you can now submit it directly to your client for their approval within their own workspace. Don’t worry, you can also create a pay application package with all of the approved invoices, and send it on over to your client’s workspace for approval. You can now put those printers and emails to rest 😌Within Project Settings > Financial Approval Workflows tab, you can choose to enable this capability. Once submitted to the client, the invoice status will be reflected under the Approvals tab within the specific invoice.

Many of these previous changes were based on your direct feedback as our valued customer. So don't be shy; drop us a "hey" 👋 and let us know what you think!

INGENIOUS.BUILD Customer Success Team

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