Knowledge Base
Payment Claims
Payable Invoice Automation
New to Lentune?
Implementation & Training
General Setup
General Administrative Functions
Check Screen
Approving Invoices
Functions in both the Check and Approve screens
Statement Reconciliation
Report Export Functions
Purchase Order Automation
Set up the Purchase Order Module
Using the Purchase Order Module
Expenses
Getting Started
Entering your Expenses
Approving Expenses
Administration
Time Sheets
Implementation & Training
Setting up the Time Sheet Module
Administrative Functions
Using the Time Sheet Module
Crew Manager Functions
Approving Time & Leave
Payment Claims
Getting Started
Head Contract – Set up
Head Contract Claims and Invoicing
Subcontracts and Subcontractor Claims
Setting up the Payment Claims module
Reports
Projects
Setting up and Managing Projects
Managing Cost Codes and Budgets
Forecasting and Analysing Project Costs
Exporting Project Data
Yard
Managing access to the Yard Module
Adding and Managing Yard Bookings
Managing Yard Items
Invoicing for Yard Bookings
Analytics & Reporting
Lentune Mobile Apps
Set up & System Maintenance
Access & Security
General Setup & Maintenance
V9 Module Managers
Implementation & Training
Integrations and Configurations
Secured Signing
Xero
Simpro
Jobpac
Procore
Wholesaler 3rd Party Integrations
Integration Troubleshooting
Jobpac
SimPro
Xero
Release Notes
Business Automation Releases 2024
Business Automation Releases 2023 +
FAQs
WHOLESALERS (ERP) KNOWLEDGE BASE
CRM
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Knowledge Base
Payment Claims
Payable Invoice Automation
New to Lentune?
Implementation & Training
General Setup
General Administrative Functions
Check Screen
Approving Invoices
Functions in both the Check and Approve screens
Statement Reconciliation
Report Export Functions
Purchase Order Automation
Set up the Purchase Order Module
Using the Purchase Order Module
Expenses
Getting Started
Entering your Expenses
Approving Expenses
Administration
Time Sheets
Implementation & Training
Setting up the Time Sheet Module
Administrative Functions
Using the Time Sheet Module
Crew Manager Functions
Approving Time & Leave
Payment Claims
Getting Started
Head Contract – Set up
Head Contract Claims and Invoicing
Subcontracts and Subcontractor Claims
Setting up the Payment Claims module
Reports
Projects
Setting up and Managing Projects
Managing Cost Codes and Budgets
Forecasting and Analysing Project Costs
Exporting Project Data
Yard
Managing access to the Yard Module
Adding and Managing Yard Bookings
Managing Yard Items
Invoicing for Yard Bookings
Analytics & Reporting
Lentune Mobile Apps
Set up & System Maintenance
Access & Security
General Setup & Maintenance
V9 Module Managers
Implementation & Training
Integrations and Configurations
Secured Signing
Xero
Simpro
Jobpac
Procore
Wholesaler 3rd Party Integrations
Integration Troubleshooting
Jobpac
SimPro
Xero
Release Notes
Business Automation Releases 2024
Business Automation Releases 2023 +
FAQs
WHOLESALERS (ERP) KNOWLEDGE BASE
CRM
Payment Claims
Payment Claims for work completed in your Project Contracts
Getting Started
Workflow to Transfer Costs and previous claims to Lentune part way through a Project
Head Contract – Set up
Payment Claims: An Overview of Creating a Head Contract for your Project
Summary of the workflow to set up a Head Contract (+ video)
1. Add a Head Contract for your Payment Claim
1.A. Set Up a Head Contract as Cost Plus or Fixed Price
2. Add Trade Summary Lines to your Head Contract
3. Add Cost Codes for your Head Contract and assign them to the Trade Summary Lines
Recording Non-Recoverable Costs in your Head Contract
Adding Retention Percentage Levels to your Head Contract
Labour Charge-out Rates for Cost Plus Contracts
Recording Onsite / Offsite materials for your Project
Add a new Receivable Account for your new Head Contract
Change the Client/Receivable Account on a Head Contract
Add Supporting documents to your Head Contract
Onsite / offsite Costs Management
Retentions Reporting
Customise the view for Head Contract Field Options
See more
Head Contract Claims and Invoicing
Create a Payment Claim for your Head Contract
Approve and Invoice your Payment Claim
Processing a Receivable Invoice for a Head Contract: Video
Releasing Retentions on Head Contract
Creating a Final Account Payment Claim
Sending your Payment Claim summary to Xero with your Invoice
Invoicing a Project
Efficient Claim Invoice Processing: A Step-by-Step Guide
How the Claimable amount on a Head Contract Claim is calculated
Managing Cost Plus Claims in Lentune
Project-Specific Charge Out Rates for User Groups and Users
Managing Associations for Project Costs on Claims for a Cost Plus Head Contract
Spend Adjustments for Construction Forecasting
See more
Subcontracts and Subcontractor Claims
Creating and Managing Subcontracts
GST Free Subcontract Lines
Streamlining Progress Claim Checks in Lentune: A Comprehensive Guide
Manually add a Subcontractor Payment Claim
Checking of Sub Contractor Progress Claims: A Step-by-Step Tutorial (+ video)
Approval of Sub Contractor Progress Claims: A Step-by-Step Tutorial (+ video)
Release Retentions on Sub Contracts
Link Onsite & Offsite Materials from a Sub contractor Claim
Creating new Payable Accounts / Suppliers in Lentune
Useful Tips for Processing Sub Contracts
See more
Setting up the Payment Claims module
Payment Claims: Set up General Ledger Accounts for specific Branches
Payment Claims: Cost Types and Master Cost Codes
Head Contract Payment Claims Settings
Subcontract Payment Claims Settings
Granting Users Access to the Payment Claims Module
Coding Structure for the Payment Claims Module
See more
Reports
Payment Claims Reporting: Download data to Excel
