Progress Claims Register
The Progress Claims Register is used to manage and track client progress claims for a job, including amounts claimed, received, and outstanding.
This screen provides full visibility of claim history and integrates with the accounting system for financial tracking.
Grid Columns Explained
- Accounting System Link - Link icon indicates whether or not a claim is linked to an accounting system record
- Claim # – Unique progress claim number
- Claim Date – Date the claim was issued
- Type – Claim type (e.g. normal, practical completion, final completion)
- Claim Amount – Total value of the claim
- Retention – Current retained amount per claim
- Amount Received – Payments received
- Date Received – Payment dates
- Outstanding – Remaining balance
- Accounting System Reference – Linked transaction reference
The grid provides a financial snapshot of all claims and their status.
Toolbar Actions
Create & Edit
- New – Create a new progress claim (validated before opening)
- Edit – Modify selected claim
- Double-click a row to open the claim for editing
Delete
- Delete selected claim with confirmation
- System checks if deletion is allowed before proceeding
Other Functions
- Link to Accounting System - Link a progress claim to an existing accounting system claim
- Remove Accounting system link - Remove link to accounting system for selected claim
Accounting System Integration
Progress claims can be linked to transactions in the accounting system.
Linking/Sending
- Generally a claim is sent to the accounting system from inside the claim itself using the send to AS button
- If you want to link an existing claim to an AS record, select a claim and choose Link to Accounting System
- Select a matching transaction from the popup list
- Confirm to create the link
Unlinking
- Use Remove Accounting System Link
- Removes the connection to the accounting transaction
Icons in the grid indicate whether a claim is linked or unlinked.
Validation & Controls
- New claims are validated before creation
- Deletion is restricted if the claim is linked or locked
- Toolbar buttons enable/disable depending on record status
These controls ensure data integrity and prevent invalid financial actions.
Tips
- Claims are built on top of each other so you can only send the latest claim to the accounting system
- If you need to edit a previous claim you can delete the newer claims first to unlock previous claim, you will need to re-create the new claims if you need to edit an old claim
- Regularly review outstanding claims to maintain cash flow
- Link claims to accounting transactions for accurate reconciliation
- Verify claim amounts before submission as making edits after the fact can be time consuming due to above mentions
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