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Return to RMS Management
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Issue invoice for BASE stage Progress Claim → Customer portal task is displayed when there is a claim raised date entered and the claim name is BASE stage progress claim.
Process payment and issue receipt → Customer portal task is displayed when there is a paid date entered against the claim and the claim name is BASE stage progress claim.
Apply for a BASIX certificate → Customer portal task appears if the land address state is equal to New South Wales.
Send a copy of the contract to the customers Lending Authority → Customer portal task appears only if there is a lending body entity.
INSERT TECHNICAL INFORMATION ON HOW TO HANDLE COMPLEX MAPPINGS
If your IT resources are unable to create the complex mapping required, please contact Insula Software for further assistance.
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