A new report has been added to Payapps that allows users to view the status of their compliance documents for each contract and Application for Payment all in one place.

This report shows for which contracts the documents are applicable, relevant dates, if they were required at a contract or an Application for Payment level, and any ongoing problems with the requirement.

The sub contractors can upload the commonly-used documents to a central repository in Payapps called the Docs Library for use in satisfying contract compliance requirements.


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 an Application for Payment level

Compliance Name

The name of the compliance requirement

Last Application for Payment Period End

The most recent Application for Payment 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)

Application for Payment No.

If the document is required at an Application for Payment level, this states which Application for Payment it relates to

Application for Payment Period End

If the document is required at an Application for Payment level, this states the end date of that specific Application for Payment's period

Application for Payment Status

If the document is required at an Application for Payment level, this states if the Application for Payment 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)

Which user verified the document

Verified Date (*Main contractor view)

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.

Application for Payment Period

You can choose to include compliance documents that are relevant to Applications for Payment that fall in the selected date range.*

Application for Payment Status

This allows you to view documents that apply to pending Applications for Payment, approved Applications for Payment 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 an Application for Payment falls into either the Application for Payment Period or if the contract falls into the Contracts Create Since filter (even if there has been no Application for Payment made in the selected Application for Payment).

So if you only want to view documents for Applications for Payment submitted in a specific date range and exclude all other contracts set the 'contracts created since' filter to tomorrow's date.

If you have any questions or require assistance please do not hesitate to contact support via:


Chat: In app
Phone: 0191 651 1765
Email: support@payapps.com

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