creating a Cost Plus Progress Claim
Creating a Cost Plus Progress Claim
Progress claims are generated by clicking on the progress claim button for the job highlighted. For cost plus jobs the details of the claim will be built up of all bills (processed and not paid and processed and paid) that are in the system that have not previously been claimed. In the process claim module click on the new button. You will see your claim number and dates automatically populated at the top and from the dropdown select all unclaimed bills to show the list. If all bills look to be present you can then select the apply bills button towards the top left for the system to calculate the claim.
If extra invoices have been added since this claim was first created, and you need them to show on this invoice, then you have to click the refresh from transactions button to update the grid at the bottom with these claims. You can then claim them.
If you would like to send a copy of the invoices that make up this this claim, the little cloud will download a zip of all invoices. The invoices can also be listed on the progress claim document when it is generated from the dropdown at the bottom left.