Applications and Valuations

  • Supports both sales and purchase applications (JPA,JSA)
  • Distinguishes applications between uncertified and certified
  • Type and content of application are instigated via an intuitive Wizard
  • Applications can be generated for contracts as well as Jobs
  • Applications can be set as either interim or final
  • Whilst a purchase application is being generated, checks are made to ensure that the Sub-contractors' insurance policy has not expired
  • Being analysis code led, unlimited deduction types are supported
  • MCD discount supported via analysis code deduction
  • CITB deduction supported via analysis code deduction
  • User definable discounts supported via analysis codes
  • User can override the deduction discounts pre-set from the contractor trading relationship
  • Flexible revenue analysis
  • User configurable dayworks as analysis code
  • Supports authenticated tax receipts and the deferment of VAT/GST
  • Supports self-billed applications
  • Flexible and intuitive layout for applications
  • CIS/RCT Tax deduction can be included as a deduction of the application
  • Aggregate certified sales applications
  • When appropriate, automatically create a sales receipt for a certified sales application

Valuations

  • The basis of a valuation can be prepared in advance of Valuation Wizard
  • Revenue Analysis Codes can be valued via a percentage amount or value
  • Utilises a clear and intuitive wizard to generate an Uncertified/Certified sales application
  • Valuations can be based on either an 'Internal' or 'External' (i.e. in Conjunction with the Client) basis
  • Conversion of Work In Progress is handled completely separately to the valuation of a Job
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