Setting Up Claim Codes

To set up an invoice code from the Setup Invoice Codes page:

  1. Navigate to the Setup Claim Codes Page
  2. From the menu at the top of the page, select Claim Codes.
  3. From the Claim Document lines will use: drop-down menu, select an option:
    • Item Numbers: WB lines will sort by the item number in the progress claim
    • Claim Codes: Documents display claim code subtotals without line item detail.

      A subtotal line for each claim code will show the whole amount for all lines with that claim code.

    • Claim Codes with Detail:
      • Work Breakdown (WB) breakout codes appear in claim code order.
      • WB phase codes follow the WB breakout.
      • The specified WB lines are grouped under one claim code and each group is subtotaled.
  4. Create Claim Codes.

    For each group you need, add an Claim Code.

    1. Select Add New Line.
    2. Enter the Claim Code and Description.

      Create unique codes. Do not create two lines that have the same 01 or A code.

  5. Select Save Changes.

    A Status page confirms you saved the claim codes.