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Contracting

Progress bills and subcontracts

Updated in 5.20.43

A progress bill measures the work done to date on the BOQ, is submitted, certified by the consultant and invoiced to the owner. Subcontractors bill you the same way. The reports put it together.

Where

Contracting › Progress bills · Subcontracts · Reports

Who

Contracting Progress bills, Contracting Subcontracts and Contracting Reports.

The progress bills

Every progress bill to the owners, newest period first: Bill, Contract, Owner, Period to, This period, Certified, Net before VAT and Status. Narrow it by status: Draft, Submitted, Certified, Invoiced, Paid.

The progress bills

Measure, submit, certify, invoice

1
On the contract press New progress bill. The bill lists every BOQ line with the Previous quantity and amount, This period and To date.
2
Type the quantity done To date on each line and press Save the quantities.
3
Press Submit. The bill waits for certification.
4
Type the Certified amount of this period — what the consultant certified — and press Certify. The retention and the advance recovery follow it.
5
Press Raise the invoice. The bill turns Paid by itself when its invoice is paid. Print the bill gives it as a PDF.

The summary under the lines: Total of work to date, Less previous bills, This period, Certified, Less retention, Less advance recovery and Net before VAT. VAT is added on the invoice as Contracting › Settings says.

A progress bill with its quantities and summary

Subcontracts

Each subcontractor on part of a contract's BOQ, what it billed and the retention held from it: Subcontract, Subcontractor, Work, Contract, Retention, Value, Billed, Retention held and Status. Below it, Subcontractor bills.

A subcontractor's bill goes through the same steps; at the end Raise the vendor bill makes a vendor bill that waits for approval in Purchase. Close and release the retention ends the subcontract.

The subcontracts

Reports

What is measured, certified, invoiced and paid; the retention held; cost against budget. The cards: Contracts, Retention held by the owners, Retention held from the subcontractors and Cost against budget, where a contract says how many sections are over budget or Within budget.

Contracting reports
Before: A contract's page · Next: Contracting settings

Questions

Where is “Progress bills and subcontracts” in Zyntra OS?

Contracting › Progress bills · Subcontracts · Reports

Who can use “Progress bills and subcontracts”?

Contracting Progress bills, Contracting Subcontracts and Contracting Reports.