Streamlining Progress Claim Checks in Lentune: A Comprehensive Guide

Introduction

In this article, we'll take you through the process of checking in a progress claim in Lentune and getting it ready for approval. This is an essential step in the invoicing process. Let's dive in.

Section 1: Accessing Progress Claims

Accessing Progress Claims

• Click the Invoice Automation > Check menu.
• When a progress claim appears on your screen, click on it.
• Ensure that the correct supplier is selected.

Section 2: Converting to Payable Claim

Converting the Claim

• In the top-right corner, click the More drop-down.
• Select the option Convert to Payable Claim.

Section 3: Sending to Subcontractor Check Screen

Skipping Claim Check

If you are not ready to check the claim at this stage:

• Click Save in the top-right corner.
• The claim will be sent to your subcontractor Check screen for further action.

Completing Claim Check

• Follow these steps:
  • Allocate the specific contract for that supplier.
  • Correct any date discrepancies.
  • Verify the claim reference.
  • Ensure the invoice due date is correct.
  • Confirm the assignment to the appropriate approver.
• Once you're satisfied with this information, click the dropdown arrow on the Save button and mark it as checked.

Section 4: Checking Progress Claims

Accessing Progress Claims Checks

If you skipped the claim check initially:

• Click the small Home button to exit the current screen.
• Click Payment Claims on the top men bar.

Checking Claims

• On the left-hand side, click Check.
• Here, you'll need to check that the information is correct and check the claim in for approval.

Invoice marked as a claim in error

If you have accidentally marked a non-claim invoice as a claim, you can send it back to the invoice check screen.

• Go to Payment Claims > Check
• Highlight the invoice you want to move.
• Click More.
• Select Convert to invoice.

The invoice will now be visible in your invoice check screen to be processed.

Conclusion

This workflow has shown you how to efficiently check in a progress claim in Lentune. This streamlined workflow ensures that your claims are ready for approval.

Last updated: 21 December 2023