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.

Columns:

Project	The project the document relates to.
Counterparty	The subcontractor you are working with.
Contract	The contract the document relates to.
Level	If the document is required at a contract level or on a claim level.
Compliance Name	The name of the compliance requirement.
Last Claim Period End	The most recent claim end date for that contract.
Expiry Date	The expiry date of the document (if applicable)
Problem	States if there is a problem with the document (ie. Missing or Expired).
Claim No.	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.
Claim Status	If the document is required at a Claim level, this states if the claim is approved or submitted.
Attachment Name	The name of the document uploaded.
Uploaded By	Who uploaded the document.
Uploaded Date	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

Filters

There are several filters available to use when generating the compliance report.

Projects	The 'Projects' filter will limit the results to those belonging to the chosen project.
Claim Period	You can choose to include compliance documents that are relevant to claims that fall in the selected date range.*
Claim Status	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.