Configuring the Client Claim Template & Settings

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

1. Navigate to Configuration > Templates.

2. Create a new template or edit an existing one (e.g., "Client Payment Claim").

3. Add the Invoice Step: Ensure the template has at least one step containing the "Invoice" Input Object Type.

4. Critical Setting: In the settings for this Invoice step, set the "Show Contracts From" option to "All Projects".

5. Approval Process: If the claim requires formal internal approval, ensure the Signoff Roles are correctly configured in the Finish step of the template.

   
   

Step 2: Configure Expense Settings

To ensure that expenses incurred on the project are automatically pulled into your contract claim:

1. Navigate to Configuration > Contracts > Settings.

2. Set the option "Program Revenue Expenses Create Disbursements" to "Yes".

   • Note: This ensures that when an expense is imported and marked as "Revenue Billable," UniPhi automatically creates a corresponding disbursement line item in the Revenue Contract for that month's claim .