Create subcontractor statements

Learn how to collect unpaid project usage into subcontractor statements for invoicing or validation.

  less than a minute  

Subcontractor Statements group unpaid project usage for a vendor and a period. They’re used as a basis for self billing or invoice validation.

When to use it

  • You want to summarize subcontractor usage before payment
  • You need to prepare for self billing or compare with incoming invoices

How to create a statement

  1. 🔎 Go to Subcontractor Statements
  2. Click New
  3. Fill in:
    • Document Date
    • Period Start / Period End
    • Subcontract Vendor No.

Vendor info and currency are auto-filled.

Add project usage

  1. Choose Get project entries
  2. A list of eligible, unpaid project ledger entries opens:
    • Must match the vendor and date range
    • Must not be part of another statement
  3. Select entries and click Close

Entries are tagged with the statement — not copied.

Edit or remove lines

  • To remove a line: select it and click Delete Line
  • This just unlinks it from the statement
  • The header amount updates automatically

🔐 Vendor cannot be changed once lines are added.

Statement status

  • Open — still editable
  • Approved — ready for invoicing or matching
  • Closed — finalized after invoice is posted

Only Approved statements can be used for further billing or matching.