Sage 300CRE – Claim Management

NO MORE SPREADSHEETS

Producing a simple customer invoice or the most complex claim is more efficient and accurate when the cycle is managed within an integrated database.

If required, create a complex claim structure and claim by

  • Work completed this period
  • Total work completed
  • Percent completed
  • Balance to finish

with no formulas to type over.

MANAGE RETENTIONS

No longer forget retention claims.

Retentions are calculated within the system and reported as part of your outstanding items.

GST is correctly calculated ensuring accurate BAS reporting.

IMPROVE CASH FLOW

Bring the money in faster by getting the claims in on time.

Manage receipts by applying fully or partially to one or more claims.

If the payment is unexplained, apply the monies to the customer and apply to the invoice at a later date.

MANAGE CLAIM APPROVALS

We all know the process. You claim what you need to and then you wait for the customer to approve and change the claimed amounts.

Managing this process is easy in Sage 300 Construction and Real Estate.