Learn how to efficiently make a project progress claim in Kynection. Follow these engaging instructions to navigate through the process seamlessly, ensuring accurate and timely submissions.
1. Click "KIM Projects"
Click on the Projects module from the home dashboard.
2. Click "Name"
Under the Projects tab, click on the 'Name subheading' and search for the project you wish to view.
3. Example Project
Select the project
4. Click "Finance"
Navigate to the "Finance" section.
5. Select '+'
Select the quote you wish to add the progress claim too and click on the plus icon
6. Click "Invoice"
Then Select the "Invoice" option.
7. Click "Upfront"
Choose the claim type from the available options, whether it’s an upfront cost or progress payments.
8. Click "Claim #1"
For this example, we are selecting progress payments and starting with claim 1.
9. Fill the Fields
You have the option to fill out the items as needed, either by quantity or percentage.
10. Click "Create Claim"
Once all the fields are filled out, choose the "Create Claim" option.
11. Click "Submit"
Select the "Submit" button to finalize.
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Ex_Projects_BL_UG-How to Make Project Progress Claim_20/05/24-V1