Purpose
The Contractor Payment Request report supports internal payment review and documentation before or during contractor payment processing.
Where to Generate It
Open the Work Plan Summary page, open the Reports menu, and choose Contractor Payment Request.
Contractor Prompt
The report prompt asks for a contractor. Choose the contractor whose payment request should be generated.
The contractor dropdown is based on contractors assigned to Work Plan items.
Recommended Timing
Generate a contractor payment request when:
- Work has been completed or inspected.
- The contractor invoice or draw request is being reviewed.
- Staff need a PDF or report output to support finance processing.
- Payment amounts need to be reviewed before creating the payment record.
After Generating
After the report is generated:
- Review the output for the correct Work Plan and contractor.
- Confirm the work items and amounts match the intended request.
- Save or file the report according to agency process.
- Enter or update the Contractor Payment record when payment is issued.
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