A progress claim becomes money in the bank
Who is involved
| Role | What they do |
|---|---|
| Quantity surveyor | Prepares and submits the claim. |
| Construction manager | Records the engineer's certificate. |
| Accountant | Invoices the claim and records the payment. |
Step by step
- Quantity surveyor
Starts the claim from the agreed measurements, checks the totals beside the worksheet and submits it for certification.
What they see:The claim waits for the engineer and shows under Claims to certify on the hub.
- Construction manager
Records the engineer's certificate number and date, changing any line the engineer certified at a different figure.
What they see:The claim is certified; retention, advance recovery, VAT and the amount payable are fixed from the certified figures.
- Accountant
Raises the invoice for the amount payable, with the retention and the advance recovery as deductions, and records its number and date on the claim.
What they see:The claim is invoiced and leaves the certified-not-invoiced list.
- Accountant
Records the client's payment when it arrives.
What they see:The claim is paid. If it was not paid by its due date it showed on the hub as an overdue client payment.
Who is told what
The manager is told when a claim waits too long for certification or is paid late; the accountant is told when a claim is certified. Notices carry the claim and the job, never personal details.