The platform now offers a Bulk Milestone Management Feature that streamlines the process of approving and paying milestones across multiple contracts simultaneously. This functionality is especially useful when managing numerous projects with several milestones each, saving you the hassle of having to review and process them one at a time.
Key Functionality
- Bulk Payment:
- Overview: Instead of paying for each milestone individually, you can select multiple milestones across contracts and pay them in one go.
- Demonstration: When you click the “Bulk Pay” button, the system generates a list of all milestones that are ready to be paid. This list displays details such as the milestone name, its value, the contractor’s name, and the job name.
- Selection Options: You can choose to select all milestones or only specific ones. The total amount due is summarized, and clicking “Pay” will process payment for all selected milestones simultaneously.
- Bulk Approval (Release of Payments):
- Overview: Similarly, if you need to approve milestones, you can use the bulk approval option.
- Function: The system identifies all milestones that are ready for approval. You can then either approve them one by one or select multiple milestones to release their payments in bulk.
Benefits
- Time Efficiency:
Streamlines the management of milestones across multiple contracts, especially when dealing with large numbers of projects and candidates. - Improved Workflow:
Enables you to quickly process payments and approvals, reducing administrative effort and expediting the project workflow. - User Flexibility:
Offers the flexibility to either handle payments and approvals in bulk or manage each milestone individually if needed.
How It Works
- Enable the Feature:
Search for “bulk” in the features page and enable options such as “Allow customers to pay and approve milestones in bulk.” You can choose to enable one or both options, depending on your needs. - Bulk Payment Process:
- Click on “Bulk Pay” to generate a list of all milestones ready for payment.
- The list will display each milestone’s details, including value, contractor name, and job name.
- Select the milestones you want to pay. You may opt to select all or just a few.
- The total payment amount is calculated and displayed.
- Clicking “Pay” processes the payment for the selected milestones.
- Bulk Approval Process:
- Similarly, click the option for bulk approval to generate a list of milestones awaiting approval.
- You can then select multiple milestones and click “Approve” or “Release” to confirm those payments.
- Viewing Individual Details:
- If required, you can click on “View” for a specific milestone, which will take you to the individual contract details, enabling you to manage the milestones in the standard view.
Conclusion
This Bulk Milestone Management Feature enhances the efficiency of managing projects by allowing you to pay and approve multiple milestones in one action. It reduces administrative overhead and streamlines the workflow, ensuring that payments and approvals are handled quickly and accurately.
If you have any questions or need further assistance with this feature, please feel free to reach out to our support team. Thank you for your time!