The system provides for an Authorised or Approved state on Claims.
Unauthorised Claims are included in the Debtors Control account and the GST Collected account, but are not included in GST transactions (GST screen) until they are Authorised (either in Audit Trail or in the Claims posting screen refer "Approved" check box).
Claim posting screen extract (above)
If a Retention is set against a Job in Jobs/Details, then a Retention panel will appear when posting Claims to that Job.
Claims with Retention taken are split into 2 transactions, with the withheld portion unauthorised and thereby not appearing in GST transactions (GST screen). They are colour-coded (user definable in Setup/Defaults), and are not prompted for inclusion when entering Receipts.
Warning: Existing Claims will be in an unauthorised state, and therefore will not appear in ATO GST screen.
Options for updating historic Claims:
1. When you enter the ATO GST screen and the system detects that NO authorised claims exist on any jobs, it will authorise them ALL automatically.
2. Alternatively you can select "Authorise All Claims" in the Report Menu of the GST screen.
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