A new report has been added to Payapps that allows users to view the status of their compliance documents for each contract and claim all in one place.
This report shows for which contracts the documents are applicable, relevant dates, if they were required at a contract or a claim level, and any ongoing problems with the requirement.
The project the document relates to.
The subcontractor you are working with.
The contract the document relates to.
If the document is required at a contract level or on a claim level.
The name of the compliance requirement.
Last Claim Period End
The most recent claim end date for that contract.
The expiry date of the document (if applicable)
States if there is a problem with the document (ie. Missing or Expired).
If the document is required at a Claim level, this states which claim it relates to.
Claim Period End
If the document is required at a Claim level, this states the end date of that specific Claims period.
If the document is required at a Claim level, this states if the claim is approved or submitted.
The name of the document uploaded.
Who uploaded the document.
The date the document was uploaded.
Verified by *(Main contractor view only)
Which user verfieid the document
Verified Date *(Main contractor view only)
The date the document was verified
There are several filters available to use when generating the compliance report.
The 'Projects' filter will limit the results to those belonging to the chosen project.
You can choose to include compliance documents that are relevant to claims that fall in the selected date range.*
This allows you to view documents that apply to pending claims, approved claims or both.
Contracts created since
View documents for contracts created from a selected date.*
Further filtering can be done at a column-level by clicking on the 'FILTER' option beneath the heading of each column.
*Note: Documents will be included if a claim falls into either the Claim Period or if the contract falls into the Contracts Create Since filter (even if there has been no claim made in the selected claim period).
So if you only want to view documents for claims submitted in a specific date range and exclude all other contracts set the 'contracts created since' filter to tomorrow's date.