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  5. Automate collecting the subcontractor payment applications
Updated on June 23, 2025

Support articles

  • Folder icon closed Folder open iconClient Contract & Payment applications
  • Folder icon closed Folder open iconBudget management
    • How to prepare for the cost control meeting (Video)
    • How to view column descriptions in the project budget
    • How to revise budgets and manage discrepancies
    • How to adjust budget visual settings
    • How to export the project budget
    • How to reorder line items in the budget
    • How to view historic cost data for a line item
    • How to add a single line item to the budget
    • How to add a client variation (change order)
    • How to import or update budget line items
    • How to delete a line item or budget category
  • Folder icon closed Folder open iconChange orders (Variations)
    • How to manage client change orders/variations (video)
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      • Approval workflows
      • How to activate the credit notes feature
      • How to set up cost approval workflows
      • How to set up purchase order approval workflows
    • Financial settings
      • How to lock accounting periods
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      • How to collect cost documents
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      • How to manage multiple company accounts in Planyard
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  • Folder icon closed Folder open iconIntegrations
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      • Xero integration full overview
      • Xero integration video tutorial
      • How to set up the Xero integration
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      • How to connect chart of accounts in Xero
      • How to use tracking categories from Xero
    • QuickBooks
      • QuickBooks integration full overview
      • How to set up the QuickBooks integration
      • What data is synced between Planyard and QuickBooks
      • How to connect chart of accounts in QuickBooks
    • MYOB
      • How to set up and use the MYOB integration
    • Sage
      • How to set up and use the Sage integration
    • Connect accountant’s email for notifications
    • Integration settings
      • How to stop cost from being pushed to your accounting integration
  • Folder icon closed Folder open iconCost estimating & quoting
    • Basic features
      • Introduction to cost estimating (Video tutorial)
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      • How to start a new estimate for a client bid
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      • How to create a quote from an estimate
      • How to use the estimation pipeline view
    • How to add sales tax to your estimate
    • Advanced tools
      • How to utilize estimation templates
      • How to create and manage estimate versions
      • How to add budget codes to the company account
  • Folder icon closed Folder open iconForecasting
  • Folder icon closed Folder open iconCost management
    • How to process an invoice for a purchase order
    • How to register credit notes
    • How to delete a cost in your project
  • Folder icon closed Folder open iconPurchase orders
  • Folder icon closed Folder open iconSales invoices
    • How to process project sales invoices (video tutorial)
  • Folder icon closed Folder open iconSubcontractors payment applications
  • Folder icon closed Folder open iconSubcontractor orders
  • Folder icon closed Folder open iconProject management
    • How to create a new project
  • Folder icon closed Folder open iconPlanyard Tutorial Videos
    • Basic Functions
      • Construction project purchase orders
      • Construction project change orders (Variations)
      • Client billing and payment applications processing
      • How to process the construction project sales invoices
      • Construction purchase invoices processing
      • How to prepare budget for cost control meeting
      • How to raise a purchase order
    • Ultimate functions
      • Automate collecting the subcontractor payment applications
      • Construction bidding and evaluating subcontractor and vendor quotes
      • Construction project subcontractor orders
    • Advanced tools
      • Consolidated purchase invoice processing
      • Multi-currency budgets, purchase orders, and invoices management
      • How to forecast construction project cash flow

Automate collecting the subcontractor payment applications

Estimated reading: 1 minute

This video shows how Planyard streamlines the collection of subcontractor payment applications (also known as progress claims or subcontractor valuations), making the billing process easier for project managers, site engineers, and subcontractors.

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