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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.
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If you chose Add Single Section For Full Job Value or Create New Section for Each Job Supply, the only difference is the number of progress claim sections but the rest of the steps would be the same. |
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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.