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We recommend the following to complete this process:
Considerations prior to commencing
- Is Document Management currently being used within Framework (PCV, BV).
- Current contract claim percentages breakdown templates and must be created in Framework.
- Claims rounding methods for in Framework Preferences to must be set.
Confirmed Contract Amount
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Once the claim breakdown has been created, the invoice data has been updated against each claim and the variations applied, any applicable payments will need to be recorded in Framework. This will be achieved by Insula performing a one off import of all receipts matching the invoices that have been manually updated in Framework. Insula will also perform a consistency check between both Framework and the Accounting system to ensure they both match.
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