Progress claims

What you will learn

• Create a progress claim
  Select New Claim on a contract's Progress Claims tab, check the period and select Create Claim, which opens the draft.

• Claim against the schedule
  Enter the amount claimed on each line, upload any required compliance documents and select Submit for review.

• Assess a claim
  Change the assessed amount on any line assessed below the claim, justify each reduction and select Save Assessment.

• Approve a claim and export the payment schedule
  Respond to the Review claim step and download the payment schedule from Export PDF.

• Record a payment
  Select Record payment on the Payments Issued tab, check the linked claim and the date, and enter the amount.