To raise a PC follow these steps:

Select you job and then click the progress claim button

  1. Enter your claim date
  2. At the Claim Type field - select from the three options in the drop down; Normal Claim, Practical Completion Claim (used to claim back first retention %) or Final Completion Claim (used to claim back remainder of retention)
  3. At the Select drop down field - select the option of how you want to do the claim - All Trades, Not Fully Claimed, Claimed, Variations, Exclude Variations or A single Trade
  4. At the Default field  - enter the % to be applied across the whole claim OR at % amongst individual trades or individual items
  5. When you have applied the percentage you will see dollar values in the This claim column in the grid below and also in the This claim column at the top right
  6. You can then send your claim to the accounting system when it is all finished