Certifying Payment on Lots
David Guinane
30 steps
3 minutes
Contrack
1
Navigate to [https://contrack.com.au/](https://contrack.com.au/)
2
Click the "Quality Registers" dropdown in the side navigation bar
3
Click "Lots"
4
Use the "Search" field to find the Lot that you want to certify a quantity on for payment.
5
Click the pencil icon on the applicable Lot to edit the Lot.
6
To add Schedule Items to the Lot for payment, click the plus icon
7
The schedule of rates will appear in a popup window. You can search for the applicable schedule item. Click the checkbox on the applicable schedule item you want to pay a quantity against.
8
Enter the quantity to be paid in the quantity field.
9
Multiple items can be added at a time if desired.
10
Click the "ADD" button once complete. You can add more items at a later date if needed.
11
The schedule items and quantities being paid, will now appear in the Items section.
12
Adding the items won't pay the Contractor until the Lot is either "Guaranteed" or "Closed". To "Close" a Lot, it is mandatory to write a comment. Typically this is used to provide context on your assessment of the Lot, or traceability of what actions different users have taken in the system when working in a team environment.
13
An example comment is given below.
14
Click the "Status" dropdown.
15
Change the status to "Closed" to certify the Lot for payment
16
Click the "SAVE" button
17
The Lot status is now "Closed", and it shows that the period claimed is August 2024, 2 items have been certified, and the amount certified is $34,492.20
18
You can verify the Lot has been paid by clicking "Contractual"
19
Click "Progress Claims"
20
Expand the relevant schedule.
21
You can see against 20001.01, the Contractor claimed 0.1 quantity in the red column. The Administrator (you) has certified 0.1 in the "Certified This Period - Qty" column. The difference between the claimed and certified amounts is therefore 0 (0.1-0.1 = 0).
Alert! In accordance with the BIF Act, if you certify more or less than the Contractors claimed amount, you are ogligated to provide a reason for arriving at a different amount. Use the pencil icon in the "Comments" column to write your reasoning.
22
To provide a difference comment, click the pencil icon in the "Comments" column.
23
A text field will appear to write your comments.
24
Click "OK" once you have completed your difference comment.
25
Click the "SAVE" button to save your difference comments.
26
There are a number of reports that shown what Lots are included in a progress claim. Click the "Reports" dropdown in the side navigation bar
27
Click the "Progress Claim By Lot" report
28
You can see that the Lot TRAF-01 used in this example, has been certified against Item 20001.01 and 20002.02 in the August 2024 period.
29
If you navigate back to the "Dashboard", you will see the dashboard has been updated now that Lot TRAF-01 has been certified.
30
The progress bar of the "Current Claim Period" now shows that $34,492.20 has been certified so far this period, corresponding to the amount certified on Lot TRAF-01
Certifying Payment on Lots
David Guinane
30 steps
3 minutes
Contrack
1
Navigate to [https://contrack.com.au/](https://contrack.com.au/)
2
Click the "Quality Registers" dropdown in the side navigation bar
3
Click "Lots"
4
Use the "Search" field to find the Lot that you want to certify a quantity on for payment.
5
Click the pencil icon on the applicable Lot to edit the Lot.
6
To add Schedule Items to the Lot for payment, click the plus icon
7
The schedule of rates will appear in a popup window. You can search for the applicable schedule item. Click the checkbox on the applicable schedule item you want to pay a quantity against.
8
Enter the quantity to be paid in the quantity field.
9
Multiple items can be added at a time if desired.
10
Click the "ADD" button once complete. You can add more items at a later date if needed.
11
The schedule items and quantities being paid, will now appear in the Items section.
12
Adding the items won't pay the Contractor until the Lot is either "Guaranteed" or "Closed". To "Close" a Lot, it is mandatory to write a comment. Typically this is used to provide context on your assessment of the Lot, or traceability of what actions different users have taken in the system when working in a team environment.
13
An example comment is given below.
14
Click the "Status" dropdown.
15
Change the status to "Closed" to certify the Lot for payment
16
Click the "SAVE" button
17
The Lot status is now "Closed", and it shows that the period claimed is August 2024, 2 items have been certified, and the amount certified is $34,492.20
18
You can verify the Lot has been paid by clicking "Contractual"
19
Click "Progress Claims"
20
Expand the relevant schedule.
21
You can see against 20001.01, the Contractor claimed 0.1 quantity in the red column. The Administrator (you) has certified 0.1 in the "Certified This Period - Qty" column. The difference between the claimed and certified amounts is therefore 0 (0.1-0.1 = 0).
Alert! In accordance with the BIF Act, if you certify more or less than the Contractors claimed amount, you are ogligated to provide a reason for arriving at a different amount. Use the pencil icon in the "Comments" column to write your reasoning.
22
To provide a difference comment, click the pencil icon in the "Comments" column.
23
A text field will appear to write your comments.
24
Click "OK" once you have completed your difference comment.
25
Click the "SAVE" button to save your difference comments.
26
There are a number of reports that shown what Lots are included in a progress claim. Click the "Reports" dropdown in the side navigation bar
27
Click the "Progress Claim By Lot" report
28
You can see that the Lot TRAF-01 used in this example, has been certified against Item 20001.01 and 20002.02 in the August 2024 period.
29
If you navigate back to the "Dashboard", you will see the dashboard has been updated now that Lot TRAF-01 has been certified.
30
The progress bar of the "Current Claim Period" now shows that $34,492.20 has been certified so far this period, corresponding to the amount certified on Lot TRAF-01
