Process Advance Claims and Manually Record Installations

Learn how to manage project claims in advance and manually record completed works when installers cannot use the mobile app.

July 21, 2026 By Michael Seif

This guide explains how to process financial claims in advance and manually record completed works when installers are unable to use the mobile app. By following these steps, you can ensure accurate project tracking and maintain up-to-date accounting records.

This guide is intended for project managers and administrators who need to update project statuses manually. It is particularly useful during billing cycles or when on-site connectivity issues prevent standard app usage.

Navigate to the project's work section to manage your claims and track installation progress.

Step #1: Click the Work tab to view everything that has been claimed or is yet to be claimed for the project. — Click the **Work** tab to view everything that has been claimed or is yet to be claimed for the project.

Step #2: Expand the main project task, such as Main - Chute Installation, to reveal the nested levels. — Expand the main project task, such as **Main - Chute Installation**, to reveal the nested levels.

Step #3: Click on the specific level row (e.g., Level 1) to open the details side panel. — Click on the specific level row (e.g., **Level 1**) to open the details side panel.

Claiming Works in Advance

If you need to claim for works before they are fully completed, you can manually adjust the claim percentage.

Step #4: In the side panel, locate the specific cost code and enter a percentage value in the To be claimed field. — In the side panel, locate the specific cost code and enter a percentage value in the **To be claimed** field.

Once you enter the claim percentage, remember to post the update so the data successfully syncs to your accounting software (MYOB).

Manually Recording Completed Works

In situations where works were completed but the installer did not use the mobile app, you can manually add inventory items and update their statuses to keep the project accurate.

Step #5: In the side panel, scroll down to the Inventory items section and click Add item. — In the side panel, scroll down to the **Inventory items** section and click **Add item**.

Step #6: Search for and select the required part from the dropdown menu, such as a straight hopper or starter hopper. — Search for and select the required part from the dropdown menu, such as a straight hopper or starter hopper.

Step #7: Click the Set status dropdown menu next to the newly added item to update its state. — Click the **Set status** dropdown menu next to the newly added item to update its state.

When setting the status for an inventory item, choose the option that best reflects its current physical location and state:

Status	Definition
Installed	The item has been successfully fitted and completed on site.
On site	The item has been delivered to the project location but is not yet installed.
Returned	The item was sent back from the site and is no longer part of the active installation.

Step #8: If you make a mistake, you can remove an inventory item by selecting the delete option and clicking Delete on the confirmation prompt. — If you make a mistake, you can remove an inventory item by selecting the delete option and clicking **Delete** on the confirmation prompt.

Q: How do I record works if the installer was unable to use the mobile app?

A: You can manually record completed works by opening the relevant project level, adding the specific inventory items to the side panel, and updating their status to "Installed" or "On site."

Q: Can I submit a claim before the installation works are complete?

A: Yes, you can claim in advance by opening the level details and entering a percentage value directly into the "To be claimed" field for the appropriate cost code.

Term	Definition
Cost code	A specific accounting line item used to track and process financial claims for a project.
Hopper	A chute component used to direct waste or materials into the main chute system.
MYOB	An accounting software platform that synchronizes with the project management system to process claims.

Claiming Works in Advance

If you need to claim for works before they are fully completed, you can manually adjust the claim percentage.

Once you enter the claim percentage, remember to post the update so the data successfully syncs to your accounting software (MYOB).

Manually Recording Completed Works

In situations where works were completed but the installer did not use the mobile app, you can manually add inventory items and update their statuses to keep the project accurate.

When setting the status for an inventory item, choose the option that best reflects its current physical location and state:

Status

Definition

Installed

The item has been successfully fitted and completed on site.

On site

The item has been delivered to the project location but is not yet installed.

Returned

The item was sent back from the site and is no longer part of the active installation.

Q: How do I record works if the installer was unable to use the mobile app?

A: You can manually record completed works by opening the relevant project level, adding the specific inventory items to the side panel, and updating their status to "Installed" or "On site."

Q: Can I submit a claim before the installation works are complete?

A: Yes, you can claim in advance by opening the level details and entering a percentage value directly into the "To be claimed" field for the appropriate cost code.

Term

Definition

Cost code

A specific accounting line item used to track and process financial claims for a project.

Hopper

A chute component used to direct waste or materials into the main chute system.

MYOB

An accounting software platform that synchronizes with the project management system to process claims.