Knowledge Base
Payment Claims
Payable Invoice Automation
Implementation & Training
General Administrative Functions
Check Screen
Approving Invoices
Functions in both the Check and Approve screens
Statement Reconciliation
Export Functions
Purchase Order Automation
Set up the Purchase Order Module
Using the Purchase Order Module
Expense Claims
Getting Started
Creating an Expense Claim
Approving Expense Claims
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
Head Contract – Set up
Head Contract Claims and Invoicing
Subcontractor Claims
Setting up the Payment Claims module
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
FAQs
WHOLESALERS (ERP) KNOWLEDGE BASE
CRM
Back to home
Knowledge Base
Payment Claims
Payable Invoice Automation
Implementation & Training
General Administrative Functions
Check Screen
Approving Invoices
Functions in both the Check and Approve screens
Statement Reconciliation
Export Functions
Purchase Order Automation
Set up the Purchase Order Module
Using the Purchase Order Module
Expense Claims
Getting Started
Creating an Expense Claim
Approving Expense Claims
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
Head Contract – Set up
Head Contract Claims and Invoicing
Subcontractor Claims
Setting up the Payment Claims module
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
FAQs
WHOLESALERS (ERP) KNOWLEDGE BASE
CRM
Payment Claims
Payment Claims for work completed in your Project Contracts
Retentions Reporting
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
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
Contract Variations to your Head Contract
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
See more
Head Contract Claims and Invoicing
Create a Payment Claim for your Head Contract
Approve and Invoice your Payment Claim
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
See more
Subcontractor Claims
Streamlining Progress Claim Checks in Lentune: A Comprehensive Guide
Mastering Progress Claim Approval in Lentune: A Step-by-Step Tutorial
Link Onsite & Offsite Materials from a Sub contractor Claim
Payment Claims: Sub Contracts for your Head Contract
Payment Claims: Sub Contract Claims
Add a Payable Account / Supplier
Import Sub Contract Lines and Variations
Checking a Sub contract: Invoice marked as Payment Claim by mistake
Release Retentions on 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
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