How do I see what I am owed across every job?

1. Open Financials. Press All projects on the tab's band, beside the name of the job you are on. On a phone, it is in the panel the Tabs button opens.
2. The same switch is on Quote, Procurement and Reports. It belongs to the tab you are on, so this one does not change the others. Each tab remembers what you last chose on it.
3. The address in your browser carries what you read. So a link you copy opens on the same reading for the person you send it to.
4. The tab becomes a run of work, not a report. Two figures are at the top. Never answered is what you claimed on claims whose payment schedule deadline passed with nothing received. Overdue is what is still owed on claims past the day the financial amount fell due. Both have an information tooltip that says how they were worked out.
5. It opens on By date. Past days come first, oldest first. Then within seven days, then eight to fourteen, then later. An empty band is not drawn.
6. Look for the line No payment schedule. It means: you served the claim, the builder had a set number of days to answer with a payment schedule, that day has passed, and nothing came.
7. Under the security of payment Act, that is generally the strongest position you ever hold. Open that job and go to What came back. There YourCA sets out what your state Act says follows, and the last day for each step.
8. By head contractor is the second arrangement. Use it to phone somebody. It shows one card per builder, across every job you run with them: what was never answered, what is overdue, and the soonest due date. One call covers four claims across three sites, not four calls.
9. The builder at the top of that list has the oldest past day.
10. Matched on name beside a builder means YourCA grouped those jobs because the names match. That is a good guess, not a matter of record. Without that chip, they share an Australian Business Number and are one company as a matter of record.
11. It is a reading, not an editor. Open any line to go into that job, with the tab narrowed back to it. The claim, the payment schedule and the notice are there.
12. Nothing on this screen is grouped by job, on purpose. That would repeat the single job view, and the switcher above already gives that.