The Register lists every claim served on your company, a month at a time, with the payment schedule you gave for each. Open it from the sidebar, under Overview. Once you issue a schedule, a claim leaves the schedule queue, and the Register is where you find it again.
Choosing what you see
The register opens on the latest month in which a claim was served on you. Choose a different month from Month served, narrow it with Project, Subcontractor and Status, and select Apply. Every figure on the page follows what you have chosen. A subcontract on no project appears only under All projects.
Status
| Status | What it means |
|---|---|
| Awaiting | You have not started a schedule for the claim. |
| In progress | You have started a schedule and not issued it yet. |
| Issued | You have issued a schedule, here or outside the platform. |
The columns
| Column | What it shows |
|---|---|
| Claim | The subcontractor's claim number, with the month its period ends in. |
| Served | The date the claim was served on you. |
| Schedule deadline | The last day to give your payment schedule. |
| Claimed | What the subcontractor claimed. |
| Certified | What your issued schedule certified. |
| Retention | The retention your issued schedule withheld. |
| Variance | Claimed less certified for that claim. |
| Issued | The date you issued the schedule, with its reference. |
Certified, retention, variance and issued read – until you issue the schedule. A schedule you are still preparing adds nothing to them. All figures are ex GST.
The tiles above the register add up the claims you are looking at, and By status shows how many are awaiting, in progress and issued.
Variance by subcontract
For each subcontract with a claim in the month, this adds up what was claimed and what you certified on the claims you have issued a schedule for, and the difference between them. It covers the month you have chosen, not the subcontract's whole history: a shortfall a subcontractor claims again the next month would otherwise be counted twice. It follows the project and subcontractor filters but not the status filter, so it still shows the schedules you issued while you are looking at the claims still awaiting one.
Exporting to CSV
Export CSV downloads the claims on screen, one line each, for the filters you have chosen. Figures are plain numbers with two decimal places and dates are written year first, so the file imports into an accounting system as it is. The columns are always in this order:
claim,subcontractor,project,period,served,schedule_deadline,claimed,certified,retention,variance,issued,status