Intended audience: accountant or project manager. This page walks through the recurring monthly workflow. For one-time account setup, see Setup.
Monthly workflow: Siteline → GCPay
Step 1: Prepare the pay app in Siteline
Add billing amounts, attach forms, and complete your normal Siteline workflow.
Step 2: Sync the pay app to GCPay
There are 2 primary ways to handle setting a pay app as synced on Siteline. If you add billing in Siteline and would like to update GCPay, follow the steps below. If you've already updated billing in GCPay and would simply like to mark the pay app as synced in Siteline, skip to Marking a pay app as synced without sending data.
Syncing billing values from Siteline to GCPay
In the Billing module, open the project and the pay app you would like to sync to GCPay.
Open the Invoice tab of the pay app.
Click Sync invoice to GCPay. This will sync the billing values you've entered for this month to the GCPay draw request/pay app.
Once you've clicked sync invoice, a dialog will appear until the sync is complete. Please do not navigate away from the page or close the tab during this process.
Once the sync is complete, it will show a success dialog. You can then click Submit on GCPay to complete the final submission in GCPay.
If the sync fails, a dialog will show up. If GCPay gives us an error message explaining what went wrong, we'll show it on this dialog. Once you have corrected any issues, you can follow step 3 to continue the process. You can also click Sync again if there aren't corrections to be made.
Siteline will send:
Billing values
Retention
Lien waivers
Compliance documents
Marking a pay app as synced without sending data
This is for the case where you have to submit your billing on GCPay directly (not recommended) or where a GC modifies your billing directly on GCPay.
In the Billing module, open the relevant project.
Update the billing values of the relevant pay app on Siteline to reflect GCPay.
Click the menu icon on the right-hand side of the pay app you want to mark as synced.
Select Mark as synced. The status of the pay app will update, but Siteline will not sync any information to GCPay.
Step 3: Complete submission in GCPay
After syncing, log in to GCPay and complete any remaining steps (signatures, notarization, final submission) on the GCPay side.
Syncing compliance documents to GCPay
In the Compliance module, open the project you'd like to sync compliance documents for.
Go to the Requirements tab, then click the blue Queue to sync icon on each document that you'd like to sync. Documents you fill out or upload will be automatically queued.
After adding all the documents to the queue, click the Sync to GCPay button.
Confirm the list of requirements to sync, then click the Sync to GCPay button.