Review your received Claims and certify them with ease.
Overview
Once you have linked your project with your Claimer, each month you can certify their Claims within PayLab. This guide will show you how to certify Claims for your Consultants, Contractors, Trades or Subcontractors within PayLab.
How to use it
Follow this article if you have completed linking to a Claimers project. If you haven't yet linked to the right project, read this article and ensure your Claimer has sent you a link.
If you are a Claimer wanting to know how to link a Certified to your project please read this article.
Certifying a Claim
When you are sent a claim you will be able to certify it. You can find all Claims that you need to certify in the Your Tasks section of the Dashboard page in the top menu bar.
Click on the Create button for the Claim you want to Certify.
If a certification has already been drafted, it will say Issue instead but the Cert can still be edited.
Now you can begin reviewing the claim. You will need to enter a Certificate Reference.
REVIEW BASE CONTRACT, VARIATIONS & MATERIALS
You can now start reviewing the Claim by checking the line items under the Base Contract, Variations, and Materials sections. By default, the Current Certificate Value displayed will match the current Claim.
For example, Line item 103 has a Current Certificate Value of 20% or $2,269,104. This makes the current Claim $1,588,373 as $680,731.20 (or 6%) of the works has already been Claimed to Date.
If you disagree with the claimed amount for a specific line item, you have the option to modify either the Current Certificate Value percentage or the dollar amount. When you make such an adjustment, a prompt will appear requesting a reason for the discrepancy. To provide this explanation, click on the red document icon located on the right. You can choose from a list of common reasons for the variance in the drop down menu, or select "Other" to specify your own reason. Furthermore, you can add comments for each line item by clicking on the pen icon.
Variations and Materials that may have been missed in the Claim can be added during the certifying process by clicking on +Add Variation or +Add Item on the bottom left of their respective sections. Click here for more details on how to enter line items.
SUMMARY
Here is where you can find a summary of the Certificate and make sure the numbers are expected. On the drop down on the top left (red), you can adjust the Certificate as it stands in two ways:
- Previously Certified Amount - This period's claim will be calculated by deducting the previous certificate amount from the certified amount to date (recommended).
- Custom Amount - Enter a custom amount to deduct from the Certified amount to date.
REVIEW AND ISSUE CERT
On this page is where you should do a final review of your Certificate and ensure everything looks right. If you prefer, you can preview what the Payment Cert (.pdf ) will look like with the Preview PDF button at the bottom. If you spot any errors or simply want to issue it later, hit < back to go back to the previous page.
You can also attach any Additional Documents related to your Certification by pressing the pen icon on the top right. Attachments can be selected from your device or simply dragged and dropped in.
This is handy if you altered the Pay Cert from the original Claim as you can upload any additional documents to support your reason. Upload the documents before you Issue the Pay Cert.
If an Approval Workflow has been setup for this Certification, the Approves will need to approve it before it can get issued. The approval history can be displayed in the Payment Cert (.pdf ) if desired by checking the Attach history to PDF. Once this is all done, you can click Issue Certificate at the bottom right.
After you click Issue Certificate and confirmation window will pop up and you are done! It's that easy!