My claim was served before I signed up?

1. Open Financials, then Claims. On a job with no claims yet, press Already served claims?, under the line that says there are none.
2. On a job that already has claims, press "Add one I served before YourCA", at the right end of the row with Summary and Month by month. Only a person who may serve a payment claim sees it.
3. If you still have your copy of the claim, drop it in first. This is your only chance. When the claim is on the register, nobody can change it. So you can never add a document to a claim you brought in without one.
4. Enter the day you served it. YourCA cannot work that out, and it counts everything else about the claim from it.
5. YourCA refuses a future date, a date before this job started, and a date more than twelve years back. Twelve years is past every time limit YourCA works with, so it is almost always a typo.
6. From your own claim, enter what it asked the builder for, the retention it withheld and the GST it added. YourCA does not work these out for a claim it did not assemble. It does not record a claim whose figures disagree with each other.
7. The lines are optional. Most paper claims are one figure on a letter, and that is fine.
8. If you enter lines, point each one at the contract line or the variation it answers. Then the next claim you build knows the work is already claimed. A line points at one or the other, never both, and only at records on this job.
9. Enter what you were actually paid on it. It goes on as a payment, the same as one recorded today. So YourCA works out what is still owed on the claim; you do not type it.
10. There is no box that says paid, because YourCA reads where a claim stands from the payments and the builder's schedule. A dispute is the one thing it cannot work out, so it is the one thing it asks.
11. Add the builder's payment schedule afterwards, under What came back on the claim. It reads exactly like one that arrives today.