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You claim against the commitment's lines, then record the supplier's own invoices as they arrive.",[255,256],"app-video",{"caption":257,"poster":258,"src":259,"title":260},"Review the Claim schedule, record supplier invoices on the Vendor Invoices tab, and link Field Tickets.","\u002Fscreenshots\u002Fprogress-invoice-claim.png","\u002Fvideos\u002Fprogress-invoices-walkthrough.mp4","Working with a progress invoice",[262,263,265],"h2",{"id":264},"create-a-claim","Create a claim",[267,268,270,275,287,291,294,298,305,309],"steps",{"level":269},"3",[271,272,274],"h3",{"id":273},"start-the-claim","Start the claim",[251,276,277,278,282,283,286],{},"Go to ",[279,280,281],"strong",{},"Project Controls › Invoices"," and click ",[279,284,285],{},"New",". Pick the commitment.",[271,288,290],{"id":289},"set-the-period","Set the period",[251,292,293],{},"Pick a start date and an end date. A new claim opens on the current month, but any date range works.",[271,295,297],{"id":296},"enter-progress-per-line","Enter progress per line",[251,299,300,301,304],{},"On the ",[279,302,303],{},"Claim"," tab, enter the progress for each commitment line. You can type a percent complete to date, or this period's percent or amount. Each figure updates the others.",[271,306,308],{"id":307},"enter-retainage","Enter retainage",[251,310,311],{},"Type the retainage held on this claim, if any.",[251,313,314],{},[315,316],"img",{"alt":317,"src":258},"Progress invoice Claim tab showing the billing strip and progress per commitment line",[262,319,321],{"id":320},"the-invoice-limit","The invoice limit",[323,324,325],"caution",{},[251,326,327],{},"A claim can never exceed the commitment plus its approved change orders. If a save would go over that limit, the app refuses it and tells you by how much. Nothing is saved.",[251,329,330,331,335],{},"The limit works per currency. A claim in USD is checked against the commitment's USD value, never its CAD value. To claim more, first approve a ",[332,333,334],"a",{"href":129},"change order"," that raises the commitment.",[262,337,339],{"id":338},"record-vendor-invoices","Record vendor invoices",[251,341,342,343,346],{},"The supplier sends their own invoices against your claim. Record each one on the ",[279,344,345],{},"Vendor Invoices"," tab.",[348,349,350,358,361,364],"ol",{},[351,352,353,354,357],"li",{},"Click ",[279,355,356],{},"Add invoice record",".",[351,359,360],{},"Enter their invoice number, date, amount and currency.",[351,362,363],{},"Attach the invoice file. The file is required.",[351,365,353,366,357],{},[279,367,368],{},"Add",[251,370,371,372,375,376,379,380,383,384,387],{},"Each record carries a mark: ",[279,373,374],{},"Received",", ",[279,377,378],{},"Approved"," or ",[279,381,382],{},"Paid",". Click ",[279,385,386],{},"Mark"," to move it along. When you mark it paid, confirm the paid date and amount.",[251,389,390],{},[315,391],{"alt":392,"src":393},"Progress invoice Vendor Invoices tab showing recorded supplier invoices and their payment status","\u002Fscreenshots\u002Fprogress-invoice-vendor-records.png",[262,395,397],{"id":396},"read-the-billing-strip","Read the billing strip",[399,400,401,414],"table",{},[402,403,404],"thead",{},[405,406,407,411],"tr",{},[408,409,410],"th",{},"Figure",[408,412,413],{},"Means",[415,416,417,426,434,442,449],"tbody",{},[405,418,419,423],{},[420,421,422],"td",{},"Claim value",[420,424,425],{},"The total of the claim lines.",[405,427,428,431],{},[420,429,430],{},"Billed",[420,432,433],{},"Vendor invoices marked Approved or Paid.",[405,435,436,439],{},[420,437,438],{},"Retainage",[420,440,441],{},"The retainage you typed, but never more than Billed.",[405,443,444,446],{},[420,445,382],{},[420,447,448],{},"What has been paid.",[405,450,451,454],{},[420,452,453],{},"Due",[420,455,456],{},"Billed minus retainage minus Paid.",[251,458,459],{},"Billed may go over the claim value. The app allows it and shows it in red so you can follow up.",[262,461,463],{"id":462},"link-field-tickets","Link field tickets",[251,465,466,467,470,471,375,474,477,478,481,482,379,484,487],{},"The ",[279,468,469],{},"Field Tickets"," tab lists every field ticket on the commitment. It groups them as ",[279,472,473],{},"On this invoice",[279,475,476],{},"On another invoice"," and ",[279,479,480],{},"Not invoiced yet",". Pick a date range, then click ",[279,483,368],{},[279,485,486],{},"Remove"," to put a ticket on this invoice.",[251,489,490],{},[315,491],{"alt":492,"src":493},"Progress invoice Field Tickets tab grouping tickets on the commitment","\u002Fscreenshots\u002Fprogress-invoice-field-tickets.png",{"title":495,"searchDepth":496,"depth":497,"links":498},"",1,2,[499,500,501,502,503],{"id":264,"depth":497,"text":265},{"id":320,"depth":497,"text":321},{"id":338,"depth":497,"text":339},{"id":396,"depth":497,"text":397},{"id":462,"depth":497,"text":463},"Claim work done against a commitment, then track the vendor's invoices and payments.","md",{},{"icon":136},{"title":133,"description":504},"Jkn7TgF01gYJsgH2dMmQp3EPw-34Ag6TGPiZuQKl3ck",[511,513],{"title":128,"path":129,"stem":130,"description":512,"icon":131,"children":-1},"Raise, price and approve a change to a commitment's value.",{"title":138,"path":139,"stem":140,"description":514,"icon":141,"children":-1},"Request and approve an authorization for expenditure before money is spent.",1793465711385]