Open Financials, then Claims. Summary is the register.
Press Export the register and choose PDF, Word, Excel or CSV.
It has every claim on the job, whatever the search shows. For each claim it gives the claim number, the period it runs to, the day it was served, what it claimed, what the builder’s payment schedule said, what was paid, what is still owed, the day payment was due and the status.
Claimed is the total of each claim as served. That is after retention, and includes GST. If no payment schedule answered a claim, that column is empty. It does not show nought.
The spreadsheet and the CSV keep every figure as a number and every date as a date, so you can sort and add them up.
For one claim as served, press Download the claim on its row instead.
