Progress claims

What you will learn

• Create a progress claim
  Select New Claim on a contract's Progress Claims tab, choose the period and open 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
  Enter the assessed amount on each line, 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 tab, choose the claim and enter the amount and date.