What is this feature? What's New? 
We have recently released a BETA* version of the new Add Claim/Reimbursable Claim form, which you can now use in the Cost Module, on the Claims tab on Mastt. There are now two different Add Claim forms. There is this new (Beta) version, and the old version which can be accessed by Overall Cost page > + Add Claim. 

Why is this valuable for you? 
With this new and efficient design, you can now claim against multiple contracts, and have the ability to add an Original Claim Amount, if this differs from the certified amount. We also know how stressful it can be when we lose data, so we've integrated 'Auto Save' so no data is lost when closing the form or navigating to another page, and a 'Reset' Button has been added to easily clear the claim. 


To Add Claim on the BETA Version:




Beta: You might notice the New Add Claim BETA slightly different from the old version of adding a claim. The term 'beta' means that this is a new feature with more to come and we'd love to hear your feedback by submitting a ticket here.

If you prefer to Add a Claim with the old version, simply go to the Cost Module > Overall Page > +Add Claim at the top address bar. 


Quick Note for All Users: At this stage, you can only edit a claim using the old form. We are currently building the edit functionality in the new form, and you will see this released soon, enabling you to edit claims in the same new layout. 

Quick Note for Reimbursable Claim Users:  The Reimbursable Claims are on their way! You can see that the 'This is a Reimbursable Claim' tick box, is currently disabled. However, you can still add multiple contracts into the one form.

When released, this tick box, will allow you to group the contracts in the claim all in one reimbursable claim. This will allow you to edit them all in a single form and single click to get the Payment Statement generation. Make sure to keep a look out and watch this space!




Step to Step Guide - Follow these steps:


Step 1 - Navigating to the Claims Page: From the project Dashboard, navigate to the Claims Page for a selected project via the Cost module.

Select the Hamburger Menu  () on the left-hand side and click the $ Cost module.



Step 2 - Adding a Claim: After navigating to the Claims page, click + Add Claim, and a smart form will appear where you are able to select the contract/s you wish to claim against.



Add Claim: Smart Form


Step 3 - Add Claim Form: Claim Information 

First, you want to put in a Title for the Claim, this for example could be 'Progress Claim 1'. 


You can also add a Payment Claim Reference and an Invoice Number.

Payment Claim Reference: This is the reference to the payment claim from your contractor 

Invoice Number: This is the invoice associated with the claim.


It is important to put in the Claim Month. This is the month stated on the claim, or that you received it. If the claim period is not from the first day to the last day of the month, you are able to add exact dates in the ' Additional Fields' section below. 


Status: There are 5 options for status. Rejected, Draft, Submitted, Approved, and Paid. If the status is; 

Submitted, a Date Submitted field will appear, if 

Approved, a Date Approved field will appear, and if the status is,

Paid, you are required to populate the Cash Flow Month.

Cash Flow Month is the month that the claim is paid, or when this is unknown it is generally assumed to be the month following the claim month. 



Check out the example below:



Step 4 - Add Claim Form: Additional Fields


You can also add Additional Fields to the claim if required. This includes the Payment Statement No., Period From and Period To. Make sure to click the (  ^  ) to access and close this. 



Step 5 - Add Claim Form: Claim Amounts


To Add a Contract to a Claim, this is visible in the Claims Amount area (underneath Additional Fields). 


Click ' + Add a contract' or you can search for a contract. This will automatically add the selected contract to be claimed. You can now add multiple claims to the one contract.



Claims can now be populated using two fields, % Completed and This Claim. Entering data into either field will populate the other giving you more flexibility when adding claims into Mastt. This Claim amount is the amount you are certifying to be paid. You can also click remove on any contract if you want it removed from the claim.

Note: If a milestone has been 100% Completed, the input will be disabled. 

 

Where your certified amount (This Claim) varies from that on the submitted claim, you can now record both values and add supporting justification using the Original Claim column. Once you click Add you are able to add the value, and a field will popup to populate a reason for variance between claimed amounts and certified amounts. 



When you are completed, you can click the 'Submit Claim' button or you can press 'Reset' claim to start again. 




Quick Note: Things to note when Creating Claims 

Contracts
Draft/Pending Contracts: Contracts with the Status of 'Draft or Pending', will not be shown in the Claims dropdown menu. Additionally, for part-approved contracts, all milestones with the status ‘Pending’ will not appear in the claim. Claims can only be added to contracts with an 'Approved’, or ‘Part-Approved’ status. 

Variations
Adding a claim against Variations: It is only possible to add a claim to a Variation that has a status of 'IN PRINCIPLE' or 'APPROVED'. If the contract is part-approved then only variations on the approved milestones will be shown in the Claim Beta form. 

Variations with a status of: 'PENDING, REJECTED or WITHDRAWN', will not be shown in the Claims Beta form.  



Other features: Reset Claim and AutoSave


Did you know? 
Did you know that the Add Claim form Auto Saves itself to prevent accidental data loss. If you refresh or navigate elsewhere, you won't lose your data. 

You can also reset the form, by clicking 'Reset' on the bottom left if you need to. 



Need more assistance? 

We understand that learning something new can be confusing. If you need support, you can let us know by raising a support ticket by clicking here. The Customer Success team will be able to assist you and will be glad to listen to any feedback that you have.