Logging in
- Use the link provided by your manager or IT (test, demo, or production). See Environments for the difference between them.
- Log in with the credentials or single sign-on (SSO) your organization uses. If you can’t log in, contact the person who manages access or see Contacts and support.
Uploading documents
- When you need to run NAPA manually (instead of using the automatic Barton sync), go to the upload area in the app.
- Upload the contract and timesheet (and expenses if applicable), or contract + expenses as allowed by the flow.
- Start the run. The app will show when the job is in progress and when it’s done or needs your review.
Reviewing and approving invoices
- When an invoice is ready for review, it will appear in your queue or the relevant section (depending on how your team uses the app).
- Open the invoice to see line items and citations (where each amount comes from—e.g. contract and section).
- You can approve (send to delivery), reject (send back for correction), or edit where the app allows. Follow your team’s approval rules.
Handling disputes
- When a client disputes an invoice, open that invoice in the app and use the contract, timesheet, and citations to review the dispute.
- Follow your team’s process for resolving disputes and updating status. For help, see Disputes and Contacts and support.
If something doesn’t work
- Check that you’re on the right environment (test vs demo vs production). See Environments.
- If you still have issues (e.g. upload fails, wrong data, can’t approve), contact support. See Contacts and support.