Payment Claims

Payment Claims for work completed in your Project Contracts

• Setting up the Payment Claims module
• Set up the Coding structure for Payment Claims Contracts
• Payment Claims: An Overview of Creating a Head Contract for your Project
• Payment Claims: Summary of the workflow to set up a Head Contract
• Payment Claims: Cost Types and Master Cost Codes
• Payment Claims: Manually Add Cost Codes to your Trade Summary Lines
• Payment Claims: Adding Retention Percentage Levels to your Head Contract
• Payment Claims: Contract Variations
• Payment Claims: Recording On-site / Off-site materials for your Project
• Payment Claims: Add Supporting documents to your Head Contract
• Create a Payment Claim for your Head Contract
• Approve and Invoice your Payment Claim
• Payment Claims: Sub-Contracts for your Head Contract
• Payment Claims: Sub Contract Claims
• Add a Payable Account / Supplier
• Create a custom export format for Receivable Invoices for your Payment Claims
• Set up a Scheduled task for End of Day Email All Unsent Receivable Invoices