Taxes
This tax field can be one of two types...
What is Sales or Use?
Who is the final reviewer for accounting on all invoices?
Who is Mandy Wann?
This document is designed to help guarantee AP pays the correct price for the correct units that the job site received and was authorized by the appropriate level of authority...
What is the purchase order?
What is "the reviewer"?
What critical document defines whether a lien waiver is required...
What is a contract?
This is the tax charged by the Vendor on taxable products...
What is Sales Tax?
This 3 letter acronym defines who has the authority to sign off on payment of an invoice?
What is DOA? (Delegation of Authority)
What 3 letter acronym report will show you how much we have previously billed a job and must match your pay app...
CBR (contracts billing and receipts)
This is a seperate document that is required to be attached to the invoice entry...
What is a copy of the Invoice supporting the entry in Viewpoint?
Name one of the 4 items required for Pay app submittal...
What is:
PO number (if applicable)
Previous billings match the system
Supporting documents tie out to the first page
Balance to finish is not NEGATIVE
This is the tax we self assess when the vendor does not charge us on a taxable product...
What is use tax?
This document is used when an invoice is not available. A good example would be for Site permits...
What is a check request?
When billing a customer this email address is where all invoice and payapp documents need to be submitted for processing...
BillingsEmail@iea.net
This field is critical to communication between AP and the field...
What are Notes?
These groups send the information for the invoice submission deadlines for each Month End close...
Who is:
Project Controls
Controller
What group in IEA determines whether we need sales or use tax applied on a project...
Who is the amazing tax team at IEA?
When using a check request how many signatures are required...
What is the number 2? (and backup as well)
Invoices would ideally be submitted to for processing...
What is Legacy@iea.net via email?
Job site may be copied, but should never be the only email address recipient!
Name one of the critical details that must match the attachments in Viewpoint...
Date,
Amount,
Vendor,
Invoice number
What document determines if retainage is held or what the payment terms will be?
What is the contract?
This process is followed when a vendor bills us tax on a non-taxable item...
What is "Get a revised invoice" :)?
What is the ViewPoint program name where I should go to approve invoices...
What is AP unapproved invoice review?
How often should invoices be approved and receiving take place....
what is DAILY!!!
This field is critical when the auditors pull samples at during interim and year end testing...
What are the notes field?
This is document is sent only when payment is received and if required by the Contract...
What is an unconditional lien waiver?