Overview
This article describes how you can record payments made to subcontractors within a project. Logging payments ensures accurate tracking, visibility, and compliance throughout the payment process.
Before You Begin
Make sure you have
supporting documents (check image)
payment details (amount, check number, date, etc.)
Steps
Log a Payment
- Under the Activities tab, select the Payment Tracking link.
- Select the project you want to log a payment for.
- Select Create New. The Add Payment page opens with Project and Entity Role already populated.
- Select the subcontractor from Payment Made To .
- Enter the payment Amount.
- Enter the Check Number.
- Select the Issue Date.
- Choose the Payment Type.
- You can optionally update the following fields:
- Reference Number
- Late Reason
- Comments Regarding Payment
- Check image
- Select Sign.
- Enter your name and select Sign.
- Select Save Payment.
- Review the confirmation message.
- Select the subcontractor’s name to verify the payment.
Definitions
| Field Name | Description |
|---|---|
| Project | Automatically populated based on your selection of an existing project |
| Entity Role | Pre-filled role associated with the project |
| Payment Made To | Subcontractor receiving the payment |
| Payment Amount | Total amount paid to the subcontractor |
| Check Number | Check identifier used for the payment |
| Issue Date | Date the payment was issued |
| Payment Type | Type of payment (Progress Payment, Final Payment, etc.) |
| Reference Number | Optional internal tracking number |
| Late Payment Reason | Reason for delayed payment, if applicable |
| Comments | Additional notes about the payment |
| Check Image | Image of check to be uploaded |
Reminder
- Fields shown in bold are required and must be completed before saving.
- You must sign the payment before it can be submitted.
Tips
- Save your check image to your computer before uploading it.
- Double-check payment details before signing to avoid errors.
- Payment status will remain blank until the subcontractor responds.
Summary
You can easily log and submit a payment in eComply by entering required details, signing the record, and verifying submission. Payment status updates once the subcontractor responds.
If you require additional assistance, select Submit a Request to create a support ticket.
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