The Progress Payment List will display all invoiceable items for your branch, regardless of their status. You can easily see which tasks are linked to the schedule, helping to ensure that no progress payments are overlooked. Rave can only include income in the forecast report if it is connected to the schedule.
Starting from the top of this page, there are multiple filtering options including:
- Status - Awaiting Acceptance, To Be Invoiced, Partially Invoiced, Unpaid, Partially Paid and Paid
- Start and End Date - You can customise the date range for your search
- Keyword Search option
- Project - You can search by one or multiple projects
- Project Manager - You can search by Project Manager
At the top right of this report, we have included the option to Export to a CSV so you can easily refine your data along with the option to reset your filters.
Looking at the data table, from left to right displays:
- Project (with a clickable link to take you back to the build overview
- Project Manager assign to the project
- Task that the payment is linked to
- The description of the invoiceable (with a clickable link back to the progress payment page)
- The invoiceable amount
- The task start date that the invoiceable is linked to
- The task end date that the invoiceable is linked to
- The status of the invoiceable
At the bottom of the screen we display the total of all your invoiceables within your search range. There is also the ability to change the entries shown per page and you can navigate between pages as well.
