Progress Claim Certificates are raised against a contract in order to confirm work completed to date and payments that can be made to a subcontractor or consultant. In an earlier exercise we allocated a value (trade budget) to each trade within the contract. A dollar value or percentage value can be entered against each trade on the progress claim certificate.
1. Ensure Contract Management is open
2. Open the Contract you wish to enter a progress claim for
3. Click on the Certificates tab
4. Click on New
5. Enter a Certificate Reference
6. Enter a Certificate Date and Date of Valuation
7. Click on the Trade % Complete tab
8. Enter a Percentage or Value (excluding tax) complete to date
9. Click on the Cost Centre % Complete tab and note that the values have been populated against the cost centre budgets
10. Click back to the Header tab note that the values have been returned to the summary and any Retention, Tax and Amount Certified this Claim have been calculated
11. Remove the
tick next to Print on Save
We do this so that we do not print the progress
claim every time we save it
12. Click on Preview and Click Yes to the message to Save
13. Review the details of the Progress Payment Certificate
14. If you are using the inter-company process, the payment amount on the Contract Certificates will show all amounts including those invoiced in a separate company.
15. Note that Page 1 is a Summary of the Contract and its current position and Page 2 shows a Breakdown by Trade, Breakdown by Cost Centre and Progress Summary. Also note that the progress claim has a logo on it, you can customize the reports with logos on them, and have your company logo appear. This can be done in the Systems Maintenance module, please see the Systems Maintenance training to find out how to do this.
16. Close the
report window
If you wish to print the Progress Claim, click on the print
button
17. Click on OK to close the Contract Maintenance window