Before you can raise a claim using the Contract-Based method, you must configure the document template and system settings to ensure UniPhi captures the correct data. Step 1: Configure the Document Template Navigate to Configuration > Templates . Create a new template or edit an existing one (e.g., "Client Payment Claim"). Add the Invoice Step:  Ensure the template has at least one step containing the "Invoice"  Input Object Type. Critical Setting:  In the settings for this I

The Contract-Based method is powerful because it handles "Hybrid" claims—contracts that are a mix of Time & Materials (T&M) and Lump Sum/Milestone deliverables. Handling Time & Materials (T&M) For the T&M components, you do not need to manually calculate values. Because timesheets are booked directly to the Revenue Contract Deliverables and Variations, UniPhi will automatically calculate the claim value for these line items based on the hours and charge rates . Handling Lump

Once your configuration is complete and your deliverables are updated, you are ready to generate the claim document. Pre-Requisites Ensure all relevant Revenue Contracts have the same Customer  selected. Ensure a JV Management  or Finance project exists to hold the claim document. The Process Navigate: Go to the Documents  tab within your JV Management/Finance project. Create: Click the New Document  button. Select Template:  Choose the claim template you configured in Arti

It is common to find errors in a draft claim (e.g., a missing rate for a new starter or miscoded time). The UniPhi document workflow handles this via version control. How to Fix Issues Do not  try to manually edit the numbers in the document or the Excel report. Identify the Issue:  Check your "Client Claim Report" (Excel) to find the discrepancy. Fix Source Data:  Go into UniPhi and fix the underlying problem (e.g., update the Resource Rate in Configuration, or move the Time