Raising Progress Claims 

For progress claims to be exported to MYOB, they must first be raised within Framework ECM, indicating that they are ready to be invoiced.

Claims are typically raised by the input of construction progress on a regular basis. As a part of inputting progress information and either forecasting or completing construction stages, progress claims are raised.

For more information on raising progress claims refer to the Framework ECM claims management documentation.

Invoicing Progress Claims

For progress claims to be exported to MYOB they must first be invoiced within Framework ECM.

Claims are typically invoiced using the batch claim process with final claims invoiced on the Claims Management screen.

Invoicing a claim typically involves the following:

• Applying an invoice number to the claim
• Entering an invoice date for the claim
• Optionally entering a sent to client date for the claim
• Printing and sending the claim using a tax invoice report

For more information on invoicing progress claims refer to the Framework ECM claims management documentation.

Exporting Claims As Invoices

The following procedure describes how to export Framework ECM progress claims to MYOB as invoices. All claims invoiced that have not been previously exported will be included in this process.

Exporting Claims From Framework

1. Open Framework Integration.
2. From the File menu, select Open.
3. Select the .ini file for exporting claims.
4. Press Start.
5. When integration completes, click Close.

When integration has been completed, review the email sent by integration that indicates success or failure and lists any issues encountered.

Importing Receipts As Payments

The following procedure describes how to import MYOB receipts as Framework ECM payments. All new receipts not previously imported will be included in this process.

Importing Receipts To Framework

1. Open Framework Integration.
2. From the File menu, select Open.
3. Select the .ini file for importing receipts.
4. Press Start.
5. When integration completes, click Close.

When integration has been completed, review the email sent by integration that indicates success or failure and lists any issues encountered.

Checking Invoice Consistency

The following procedure describes how to perform a consistency check on claim and payment data between Framework ECM and MYOB.

Performing A Consistency Check

1. Open Framework Integration.
2. From the File menu, select Open.
3. Select the .ini file for performing the consistency check per job or per invoice.
4. Press Start.
5. When complete, click Close.

When integration has been completed, review the email sent by integration that indicates success or failure and lists any issues encountered.

Performing Integration - Automatic

In Framework Integration:

1. From the File menu, select Open. The Select Location of Ini File dialog will be displayed.
2. Select the location of the .ini file.
3. Click Open.
4. Click Start to begin integration based on the settings in the selected .ini file.
5. When the process has completed, click OK.
6. Select the Output tab to display a detailed summary of what was processed.
7. Click Close.

Batch Claims

The batch claims feature of Framework ECM is used to process numerous progress claims in one action. Using filters and other options, batch claims created by Framework ECM will better manage the way in which claims are produced, allowing many claims to be printed at one time. Batch claims can be run on a weekly or month basis, ensuring that progress claims do not get overlooked.

Performing Batch Claims

Batch claims can only be accessed via the Construction Claims screen in Framework ECM.

1. From the Production menu, select Construction then Progress Claims. The Construction Claims screen will be displayed.
2. Click Batch. The Batch Claims dialog will be displayed, showing all jobs with progress claims.
   
   
    
3. Enter the details, as required.
4. Click Process.