A sub sent me a bill, how do I review and approve it?

When a subcontractor or vendor bills you through Beam, you'll review it and either approve it, request changes, or update its accounting details. Here's how it works.

1. Anytime a sub or vendor submits a bill, you'll get an email notification. Click Review bill to open it.
2. That takes you straight to the bill in Beam, where you can review the details on the Overview screen.
3. From here you can click Approve bill, or click More for additional options.
4. More lets you request changes or update the line item accounting codes. Note: You can't directly edit or void a bill that was created by a vendor or subcontractor. If something needs to change, use Request changes to send it back to them.
5. If you choose to request changes, you can enter a proposed amount and add comments.
6. When you're ready, click Send request to send it back to your subcontractor.
7. Once the bill is approved, you can schedule payment at any time using Schedule payment.