Job Customer

Enter the job and customer code to include on the report in these fields, or press Enter to include ALL on the report.

Invoice date

Enter a date range for the invoices to print. The 'To' date will default to the current AR processing date, unless a saved selection is present.

Job status

Specify the job status to include on this report: Active, Inactive, and/or Complete.

Release type

Release type

Specify the release type to print:

• Conditional on progress payment

• Conditional on final payment

• Unconditional on progress payment

• Unconditional on final payment

If the Conditional on progress payment or Unconditional on progress payment option is selected, specify a Through date to appear on the Progress Payment lien releases in place of the invoice date.

If the Unconditional on progress payment option is selected, you must also enter a Payment received total.

Signatory

Claimant representative Representative title

Enter the name and title of the signatory in these fields.

Signature date

Enter a signature date in this field.

Job compliance tracking

Log lien releases? Signed document due by

Select this checkbox to record the lien releases in the Job Cost Compliance Log. When selected, specify a date the signed document is due by. This date will initially default to the current Accounts Receivable processing date, unless a saved selection is present.

Include specific exceptions

Select this checkbox to make exceptions on the report:

• If the Conditional on progress payment release type was selected, enter the Unpaid progress payment amount and Release date(s).

• If the Conditional on final payment release type was selected, enter the Disputed claims amount and an Exception statement.

• If the Unconditional on final payment release type was selected, enter the Disputed claims amount and an Exception statement.