When you finished the syncronization of the relevant documents, you can start working on the submission of a Payment request, you can follow the steps below.
1) Go to menu Projects > Payment requests.
2) Before proceeding, ensure that you have acted on all errors (for this project) that may be present in the ERP sync document list.
3) Change the Payment Request status, by clicking the Prepare option in the actions menu of the relevant payment request.
The PR status will change to "preparing"
⚠ Note: With this change, new expenses will stop automatically synchronizing to this Payment request. This is the equivalent of you obtaining all the documents needed and start working on your payment request.
This also means that you should open a New Payment request to ensure that there is always a Payment Request with the status set to "open", for your active projects. LabOrders will show you a warning at the top of the page alerting about projects that don't have an "open" Payment Request.
4) For the payment request you are working on, click the PR lines button on the right.
This will take you to a table with all the expenses currently linked with this payment request.
The next step will help you with reviewing and editing these lines.