Opening balance claims are used when importing contracts that were previously managed outside of UniPhi. An opening balance claim will bring the contract progress up to date with one lump sum claim document. This saves you time from having to recreate every progress claim/invoice to bring the contract progress up to date.
Navigate to the Contracts module and select the project in which your contract relates to.
Open the contract and go to the invoice sub-navigation.
Within the invoice sub-navigation, adjacent to the contract deliverables, you can input the percentage complete to date or the dollar claim value to date.
Press the green save icon.
To generate the invoice document, press the "New Document" icon, next to the green save icon. If necessary, an Administrator can customise the document template according to your requirements.
Now, you can proceed to work through the document steps, entering details such as the invoice/claim date. You can use the "Attachments" step to upload all of the contractors claims or original invoice files. This is purely for records sake and is not required.
When you are ready, click on the "Finish" step.
Select the document status as "signed off". You can now press the X icon to close the document.
Return to the Dashboard sub-navigation in the Contracts module, then navigate to the Completed Claims sub-navigation to find and review your newly created invoice.
If the "Invoice Paid" box wasn't checked previously, locate the invoice in the progress claims sub-navigation.
Within the progress claims sub-navigation, you have the option to mark the invoice as sent and input the corresponding date.
For a comprehensive history of invoices related to a specific contract, navigate to the contract name, then the correspondence sub-navigation.
The opening balance claim will not affect the project cashflow. To correct the project cashflow, follow the steps in this video to import actuals: https://youtu.be/snrfTU6tjcA?si=4Rqh8FeTxx3AcQy_
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