Linking a Head Contract Progress Claim already in Accounting System

When linking a progress claim that is already in the Accounting System to one in Buildlogic you will need to follow the below steps:

In the Accounting System you will need to type in the Customer PO# to match up with what would be generated in Buildlogic. It follows the rule JobNumber_ClaimNumber (For example: Job Number is 1223 and we are wanting to link claim 1, it would look like this: 1223_C001 .If we were working on claim 2 it would look like this: 1223_C002).

Once you have that set up in the Accounting System you will then need to set up your claim in Buildlogic. You will need to create your Claim 1 to match the dollar figure that is in the Accounting System. You will also need to ensure that your date matches the one in the Accounting System.

Once you have your claim produced in Buildlogic, close all the progress claim windows - do not press the send to Accounting System button. Now run a sync with your accounting system. Once this finishes have your job selected and go to Jobs > Check progress claim links. A dialogue box will pop up - click yes. Then go back to your progress claims window and your claim should now be linked with the .