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Claim progress payments against the schedule of values as an AIA-style application or a JCT-style valuation, with retention worked out for you, and get them approved.

[Draft]

Draft: this article is still being written. The outline below is accurate to how Konverge works today, but the step-by-step detail is not finished. For help with this now, email support.

Who can do it
People with the Finance area and See money figures. Clients approve applications in the client portal.
Where
Phone and web
Status
Draft
On this page
  1. 01What this article will cover
  2. 02In the meantime

This article is still being written. Here is what it will cover, so you know what Konverge does today.

What this article will cover

  • The project’s schedule of values, and where its lines come from (an awarded estimate, or entered by hand).
  • Creating an application: work done this period, retention, less previous certificates, and the amount due.
  • The two PDF layouts: AIA G702/G703-style and JCT valuation.
  • Sending for approval or signature, and the client approving in the portal.
  • Releasing retention.

In the meantime

On the web, open Finance → Payment applications.

If you need a hand now, email support@getkonverge.com and we’ll walk you through it.

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Support

Still stuck?

Email us and say which company and project, what you expected and what happened. A screenshot helps. We reply by the next business day, UK time. Never send us a sign-in code.