View SOV Logs - Subcontractors

Contractors can access the 'History' to review logs of all approved SOVs they have submitted to date. This screen also allows you to view the complete details of any previously submitted SOV.

To view SOV logs

• Open the 'SOV' > 'History' screen of the project. To do so:
  • Ensure that you are on the management console of the project
  • Click the app launcher icon in the top-right and select "Finance" from the drop-down
  • Click 'SOV' on the top, then select 'History' from the options on the left

The list shows the SOVs generated so far with details: 

• Billing Period - The SOV generation date, that is, the last date of that billing cycle. Click the date to open the SOV generated on that date.
• Total Amount - The total gross billable amount of that billing period less retainage. This includes the sum of total amounts for the work completed from both items that were included in the SOV and those saved for future billing.
• Retainage - The amount retained from the total gross billable amount of that billing period as per the agreed SOV terms. 
• Unused Material - The dollar value of the materials in stock on that billing date.

Search and Filter Options
Use the 'Search' box located at the top left to find an item using any value from the table as search criteria
The options at the top right allow you to filter the entries, and manage personalized and customized views of the table. Use the links below to learn more about these:
Customize Columns in List Views
Filter Options in List Views
Manage Custom List Views				
Sortting Options
Hover over a column header and click theicon next to it to access sorting options.
Select 'Ascending' to sort the rows based on the values in that column, arranged alphanumerically from lowest to highest
Select 'Descending' to sort  the rows based on the values in that column, arranged alphanumerically from highest to lowest
Click 'Clear' to return to the default view
View Groups and Subtotals
You can get totals and subtotals of numerical data for any selected set of records by grouping and applying nested grouping. Use the  icon at the top right to organize the data by column headers.
The system automatically aggregates relevant numerical values, giving a structured breakdown and a clear view of the grand total distribution. See Group and Organize Items in a List View for more details
Download as Excel Sheet
Click the button at the top right to save a local copy of the list in Excel format for sharing and record-keeping. See Download List Views and Logs in Excel Format for more details.

• Click a month to view the details of the SOV generated in that month. The SOV table opens in the 'SOV' > 'Open' screen.