Summary
Claims are invoices out to your clients. We call them "Claims" to differentiate them from invoices you receive from your suppliers.
Details
The Left Panel holds all the immediate posting fields, and an update command button to create the Claim transaction.
Unauthorized Claims are included in the Debtors Control account and the GST Collected account, but are not included in GST transactions (ATO screen) until they are Authorised (either in Audit Trail or in the Prior Claims grid)
If the Job has Retention on Claims set,
Retention details appear above the Authorised check box
Claims with Retention taken are split into 2 transactions, with the withheld portion unauthorized and thereby not appearing in GST transactions (ATO screen). They are colour-coded (user definable in Setup), and are not prompted for inclusion when entering Receipts.
To the right, 3 tabs control further action:
Previous Claims and Variations are displayed, coloured blue if they have been reconciled.
Selecting unreconciled Variations populates the claim amounts boxes with the totals of those selected variations.
Upon updating, both claim and variations will be reconciled.
At other times, select claims and variations, and if their amounts tally, you will get a chance to reconcile them
The lower section contains the claim formatting and printing routine
This section formats, prints and emails claims.
Claims should be printed AFTER they have been updated. Use the transaction selector to select the claim you want to process.
The layout file ( either fixed format or rtf) determines the format of the claim
The Main Text panel shows free form text associated with the current claim.
If you want to present data in a tabular form, refer to tables in the Layout Editor .
6 buttons control these functions:
Select a layout file
Edit the layout using the Layout Editor
Print Preview the claim
Email the current claim to your client
Clear the Main Text
Load standard notes into the main text
Statistics
A snapshot of the current job is displayed
Claim Schedule
Claim Schedules can be setup in the Contracts tab in the Jobs Module.
To create a claim, simply highlight a single scheduled claim, then press the update button 
on the Claims toolbar.
If the Claim Schedule has a standard note attached (in the Jobs module), the Main text box is populated with that note.
Toolbar
Select/deselect ALL transactions
Loads Claim Calculation module
Closes the routine
Copies current Job Control claim to main claim window