Applications and Valuations
- Supports both sales and purchase applications (JPA,JSA)
- Distinguishes applications between uncertified and
certified
- Type and content of application are instigated via an intuitive
Wizard
- Applications can be generated for contracts as well as
Jobs
- Applications can be set as either interim or final
- Whilst a purchase application is being generated, checks are
made to ensure that the Sub-contractors' insurance policy has not
expired
- Being analysis code led, unlimited deduction types are
supported
- MCD discount supported via analysis code deduction
- CITB deduction supported via analysis code deduction
- User definable discounts supported via analysis codes
- User can override the deduction discounts pre-set from the
contractor trading relationship
- Flexible revenue analysis
- User configurable dayworks as analysis code
- Supports authenticated tax receipts and the deferment of
VAT/GST
- Supports self-billed applications
- Flexible and intuitive layout for applications
- CIS/RCT Tax deduction can be included as a deduction of the
application
- Aggregate certified sales applications
- When appropriate, automatically create a sales receipt for a
certified sales application
Valuations
- The basis of a valuation can be prepared in
advance of Valuation Wizard
- Revenue Analysis Codes can be valued via a percentage amount or
value
- Utilises a clear and intuitive wizard to generate an
Uncertified/Certified sales application
- Valuations can be based on either an 'Internal' or 'External'
(i.e. in Conjunction with the Client) basis
- Conversion of Work In Progress is handled completely separately
to the valuation of a Job
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