Guide · 367 answers

How YourCA works, step by step.

How do I see only the overdue claims?

  1. Open Financials, then Claims or Variations. On Reports, open WIP, or Waiting on builders then Variations to decide.
  2. The first figure is the count, with one bar under it. Each colour is one state: red is late or knocked back, amber needs doing, blue is with the builder, green is done or paid, and grey is a draft, level or no budget.
  3. Under the bar each state has its count, and on Variations to decide its value too. Press one to show only those rows. The Filter shows the same pick.
  4. Press the same state again, or clear the Filter, to show every row again.
  5. On Reports WIP the bar splits the jobs into over claimed, under claimed, level, over budget and no budget.