Generate a Progress Claim for a Sections Based Job

Contents

Overview

You can generate a Progress Claim at any stage of a Job.  Progress Claims consists of two key steps – firstly creating the Progress Claim Section(s), which define how you will break up the stages of the job or areas to be claimed against, and then generating Claims against these Section(s), which creates the invoice or claim that can be sent to the customer.

If your Job is "Section-based," on the Parent Job Card, click the Progress Claims Tab then you have three options to select from.

• Add Claim Sections from Job Section - select this option if you want to generate a claim for each of the job sections. 
• Add Single Section For Full Job Value - select this if you want to combine all job sections into one single claim section.
• Create New Section for Each Job Supply - select this if you prefer to have one claim section for each of the job supplies.

Generating a Progress Claim

In this example, we select the option to Add Claim Sections from Job Sections.

1. Click Add Claim Sections From Job Sections and tick the boxes for the corresponding job sections and once done, click Save.

2. After selecting the Job Sections, the Progress Claim Section(s) will be created and display in the list.  If required, you can rename the Claim Section(s) by clicking on the Section name and editing as needed. 

In this example, we entered 30% claim for section 1 and 50% claim for section 2.

Generating a Claim against the Progress Claim Section(s).

1. Click + Create New Claim
2. Enter/confirm the Claim Date and Due Date 
3. Enter the Claim Name by typing in the Claim Name box.  For example the Claim name could be "Deposit", "Rough In" or "Fit Off".
4. Enter a Percentage or Value for this Claim against the relevant fields for each Progress Claim Section as required.  Note that if you do not wish to Claim against one or more of the Section(s) at any given time, you can leave the Claim Value or Percentage fields at ZERO for those Section(s).
5. Click Save button.

Adding a Payment to a Progress Claim

1. To record a Payment that has been received against the Progress Claim, click the +Add Payment button to display the Add Payment pop-up window and accept a payment immediately in Ascora.

2. Enter the necessary details to process the payment.

1. Enter Payment Date
2. Select Payment Method
3. Enter Payment Amount or click Pay in Full button if full if you are to process a full payment.
4. Click Process Payment
5. Select your Email Template
6. Select the email recipient
7. Click Save.

NOTE: Often Progress Claims may be paid via EFT/Bank Transfer.  In this case you would generally reconcile the Payment from your Bank Feed in your Accounting Package.  As Ascora periodically checks your Accounting Package for new Payments you wouldn't need to manually enter this payment in Ascora.

Downloading Progress Claim

1. To download the progress claim, click on Download Progress Claim, select your template, and click Download.

2. Open the downloaded progress claim document to see if all information are accurate and ready to be sent.

The following image shows a progress claim document that we've generated and it shows the percentages or value of the claims that we've selected namely 30% for section 1 and 50% for section 2.

Sending Progress Claim via Email

Once you're ready to send the progress claim to your customer, follow the steps below.

1. Click Email Progress Claim
2. Select your Email Template. If you need to create one, go to Administration → Email Templates.
3. Select your Progress Claim template or invoice template. If you need to create one, go to Administration → Document Templates.
4. Select the recipient and your customer's email address will be listed here by default.  You can add additional recipients or even send a copy to yourself by using the corresponding fields.
5. Once all information are good to go, click Send Email.

Deleting Progress Claim

To delete a progress claim section, you must first delete the progress claim associated to that section.

1. To do it, click on Delete Progress Claim button and select Yes, delete this progress claim.

    Note: You can only delete the most recent claim made so if you want to delete all claims, you must start deleting from the most recent one.

2. You can now delete the progress claim section by clicking the Trash Bin icon and select Delete.

We've now completed the process of generating a progress claim and its corresponding sub processes such as creating a claim, and adding a payment for a Section based job.