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Ability to unpost a posted progress claim

Sometimes errors mean that a progress claim is posted incorrectly. It would be really useful to have the ability to unpost a posted claim.

  • Rebecca Mitchell
  • Aug 30 2024
Company Leighs Construction
I need it... 1 month
  • Attach files
  • Admin
    Andrew Tucker commented
    30 Aug 03:28

    Hi Rebecca,
    Thanks for the additional context.
    No unfortunately once the claim is posted as a certified claim to create
    the Invoice. Then it needs to be adjusted manually through the AR Invoice
    Entry process.
    cheers
    Andrew

  • Rebecca Mitchell commented
    30 Aug 02:57

    Hi Andrew,

    Thanks for your reply.

    Just so I can make sure we���re talking about the same thing��� 😊

    We���ve posted (certified) a head contract progress claim.
    The retentions amount was incorrect (should have been nil).
    We therefore need to correct the posted claim.
    I���m not aware of an option anywhere to back it out.
    Are you saying that we can post an additional (correcting) claim over the top?
    Does this affect the claim numbering?

    Thanks again,

    Rebecca Mitchell (she/her)
    Group Finance Manager

    M: +64 29 244 0726
    E: rebecca.mitchell@leighs.co.nz
    https://www.leighs.co.nz

    [cid:leighs-logo-primary-2col-4c-resize_2b3e9778-f391-4bda-a66e-3ebe31be0df1.jpg]

    Leighs Construction Limited
    Level 2, 219 High Street, Christchurch 8011
    PO Box 2699, Christchurch 8140

    [https://static.wixstatic.com/media/a697b8_26a822bc35a148eb86d9426232ec685c~mv2.png] [https://static.wixstatic.com/media/a697b8_cc70ff81e94a4ff4b8376a442bd12730~mv2.png] [https://static.wixstatic.com/media/a697b8_a7d09a5c79224037921f8c667f2d9a91~mv2.png]

    The information contained in this e-mail message is CONFIDENTIAL and may also be legally privileged. It is the property of Leighs Construction Limited, both intellectually and physically, and it is intended only for the individual or entity named in the header. If you are not the intended recipient, you are hereby notified that any use, review, dissemination distribution or copying of this document is strictly prohibited. If you receive this document in error, please immediately notify us by telephone (call collect to the person and number above) or E-mail (to the address above) and destroy the original message.

  • Admin
    Andrew Tucker commented
    30 Aug 02:23

    Hi Rebecca,
    If we are talking about Head Contract Progress Claims, the system can be
    configured with an additional claim status that allows posting over the top
    of a previously posted claim, as long as the claim has not moved to the
    uncertified status. If this sounds like it may help you it would be
    worth reaching out to your consultant to discuss.
    Let me know if this sounds of interest, or if I am not understanding
    exactly we can keep discussing.
    Cheers
    Andrew

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