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- Select Claims from the Construction group of the list bar.
- Click the Template button and select the appropriate claim template for the job's method of payment. A list of claims that breaks down the contract value will appear. Click on the Calc button to calculate the claims.
- Review each claim and confirm the breakdown percentage and dollar amount against the signed contract.
- If using Document Management, you can then go back to the PCV & BVs and edit their status back from Draft to Final (starting at PCV/BV 1) so they appear on the Construction Claims page in the correct order.
- Edit each claim that has already been invoiced in your accounting system and enter the Invoice Number, Invoice Date. Update the Exported? flag to Yes. If using Databuild, add the Transaction ID into the Accounts Reference field.
STEP 3 - Document Management
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