Payment claim details

The payment claim Details tab lets you view a summary of values, add and manage payment claim dates, and add comments, and update the status.

  Item Description
1 Header values The value of the payment claim. Values are read from the schedule of values for the claim.
2 Payment claim status

Shows the current status of the payment claim.

  • To-date certified — Shows the total amount of payment claim certifications on the parent contract, a snapshot of the values at the time of certification. The value does not include the amounts for payment claims that were certified after the current claim was certified.

  • Certified on — Shows the date the claim was certified.

  • Certified by — Shows the person who certified the claim. When you are ready to certify the claim, you can set the Payment claim status value to Certified.

  • Approval status — Shows approval status after claim approval is setup and started.
3 Payment claim dates The scheduled dates configured in the settings for claims in this project. The grid shows all dates that are set to Active and Default in the settings. If the Allow users to edit dates in a payment claim toggle in the Payment claim configuration at the project level (project > Settings > Contract > Configurations > Payment claim configuration) is set to Yes, you can add dates or remove dates except for the submission and the certification dates.
4 Comments A text box for comments. You can continue to add comments after the claim is certified.

Manage claim dates

The dates shown in the Payment Claim Dates section of the Details page were configured in the organization and project settings. You can add or remove dates to align with your business needs. You can also enter the actual dates for dates other than the Created date, Certified date, and Submission date, which are system generated.

Step by Step — Add a payment date

Summary: Add a payment date when you need additional dates for your business needs.

Considerations: Only dates that are set to Active in the settings are available. The toggle for Allow users to edit dates in a payment claim in the Payment claim configuration at the project level (project > Settings > Contract > Configurations > Payment claim configuration) must be set to Yes.

Quick steps:

  1. Click Add payment claim in the Payment Claim Dates section of the Details page. The Add payment claim dialog box opens.

  2. Click the Add icon next to the dates you want to add. The dates show in the Selected payment claim dates box.

  3. Click Add. The dates are added to the Payment Claim Dates grid.

  4. Click Save.

What's next: When the requirements for a date has been met, you can add the actual date to the grid.

Step by Step — Update a payment date

Summary: Update the payment date when the communication for the date has been completed.

Considerations: The Created date, Submission date, and Certification date are generated automatically.

Quick steps:

  1. Click the Actual date field for the scheduled date.

  2. Use the calendar toggle or manually enter the actual date.

  3. Click Save.

Step by Step — Remove a payment date

Summary: Remove a payment date when it is not needed for the payment claim.

Considerations: You cannot remove the Created date, Submission date, or the Certification Date. The toggle in the Payment claim configuration at the project level for Allow users to edit dates in a payment claim(project > Settings > Contract > Configurations > Payment claim configuration) must be set to Yes.

Quick steps:

  1. In the Payment Claim Dates section, click the Delete icon next to the payment.

  2. Click Save. The payment date is removed from the list.