Record a payment claim
The date you enter below is the date the claim was given to the respondent. Both statutory clocks run from that date, not from the date it was drafted or the end of the claim period.
Projects
| Code | Project | Client | Contract sum ex GST | Retention | Schedule days | Payment days | Status |
|---|
Upload a contract to pre-fill this form
Reads the PDF and fills in what it finds below - nothing is saved until you review it and click Add project yourself.
Add a project
Deadline check
Works out both clocks for any date without saving anything. Business days exclude weekends, Queensland public holidays, and every day from 22 December to 10 January.
Users
Who can sign in, and what they're allowed to do.
| Username | Name | Role | Status | Last login |
|---|
Add a user
Email alerts
Activity log
Who logged in, and who created or changed what. Failed sign-in attempts are recorded too.
| When | Who | Action | What | Detail | IP |
|---|
No activity recorded yet.
Subcontracts
Packages under the project selected above. Each has its own contract sum and its own schedule/payment terms with Silverberg.
| Package | Subcontractor | Contract sum ex GST | Retention | Schedule days | Payment days | Status |
|---|
Choose a project above to see its subcontracts.
Upload a contract to pre-fill this form
Reads the PDF and fills in what it finds below - nothing is saved until you review it and click Add subcontract yourself.
Or upload a spreadsheet
For a subcontract register with several rows - one subcontract per row, headed by column names like Package, Subcontractor, ABN, Email, Contract sum, Retention, Schedule days, Payment days. Steps you through each row below; nothing is saved until you click Add subcontract yourself.
Add a subcontract
Add a claim for this subcontract
Variations
Once a variation is approved, it changes what the contract is actually worth — retention caps and percent complete move with it.
| No. | Description | Value ex GST | Status |
|---|
Choose a project above to see its variations.
Propose a variation
Purchase orders
One-off orders to suppliers - materials, plant hire, anything that isn't a subcontract with its own progress claims and retention. Just what was ordered, from whom, and whether it's still open.
| PO number | Supplier | Description | Amount ex GST | Ordered | Status |
|---|
Choose a project above to see its purchase orders.
Add a purchase order
Invoices
Every invoice on this project - against a claim, against a purchase order, or standalone. Claim invoices are uploaded from the claim itself; add a standalone or purchase-order invoice here. Anything Pending needs an admin or editor to approve or reject it.
| File | Supplier | Linked to | Amount ex GST | Due date | Status |
|---|
Choose a project above to see its invoices.
Bulk-record payments from a spreadsheet
Download a template of every approved-but-unpaid invoice, fill in the paid date, amount paid, and bank receipt number against your bank statement, then upload it back. Shows a preview before anything's saved.
Download payment template| Supplier | Invoice amount | Paid date | Amount paid | Bank receipt # | Issue |
|---|
Reconcile a bank payment register
Upload the CSV export straight from your bank - it doesn't need to be reformatted first. Matches each payment's description against invoice numbers across every project, skips Failed payments and anything that isn't a supplier payment (payroll, BPAY, transfers), and never touches an invoice that's already marked paid. The bank amount shown is what actually left the account (GST-inclusive) - it's shown for cross-checking only and is never written over the invoice's own ex-GST figure.
| Payment ID | Date | Description | Bank amount (inc GST) | Matched invoice | Invoice ex GST | Issue |
|---|
Add a standalone or purchase-order invoice
Progress
Physical progress at site, tracked separately from the financial "percent complete" on the Claims tab (which is just claimed value over contract sum). These two numbers can genuinely differ - that gap is worth being able to see, not hidden by only tracking one of them.
Site progress
| Date | Complete | Note | Recorded by |
|---|
Choose a project above to see its progress.
Record a progress update
Schedule
No tasks added to this project's schedule yet.
Upload a schedule
One task per row, headed by column names like Task, Start date, End date, Percent complete, Budget. Shows a preview below before anything's added; nothing is saved until you confirm.
| Task | Start | End | Complete | Budget ex GST | Issue |
|---|
Add a task
Status items
Authority approvals, subcontract letting, design coordination, site management notes - whatever doesn't fit anywhere else. Grouped by category, same shape as a consultant's fortnightly report.
No status items recorded on this project yet.
Add a status item
Cost codes (trade budget breakdown)
A finer-grained budget than the schedule activities above - one row per trade or cost code, matching how a cost report is usually structured. Separate from activity budgets on purpose; forcing 30 trade lines onto a handful of broad phases would mean guessing an allocation.
| Code | Description | Budget ex GST | Forecast ex GST | Variance |
|---|
No cost codes recorded on this project yet.
Upload a cost report
One cost code per row, headed by column names like Cost code, Description, Budget, Forecast. Re-uploading a code that already exists updates it rather than duplicating - handy for refreshing the whole report each fortnight. Shows a preview before anything's saved.
| Code | Description | Budget | Forecast | Action | Issue |
|---|
Add a cost code
Documents
A general archive for whatever doesn't have a purpose-built home elsewhere - consultant reports, drawings, correspondence, minutes. Claim invoices and contracts have their own upload; this is for everything else.
| Title | Category | Period | File | Uploaded by |
|---|
Choose a project above to see its documents.
Upload a document
Monthly GST summary
Claims you make to the principal and claims you receive from subcontractors run in opposite directions for GST — the first is output tax you owe, the second is input tax you can claim back. They're kept separate here on purpose.
Claims you made (to the principal — GST you owe)
| Month | Claims | Claimed ex GST | GST | Paid inc GST |
|---|
No claims recorded yet.
Claims you received (from subcontractors — GST you can claim back)
| Month | Claims | Claimed ex GST | GST | Paid inc GST |
|---|
No subcontractor claims recorded yet.
Retention held (current total, by project)
Retention held by the principal from your own claims is an asset - you're owed it back. Retention you hold from subcontractor claims is a liability - you owe it back to them. Never added together.
| Project | Held by principal (from you) | Held from subcontractors (by you) |
|---|
No claims recorded on any project yet.
Claims, invoices & purchase orders (by project)
Shown side by side on purpose, never added together - an invoice is usually the paperwork behind a claim or a purchase order, not separate spend, so summing all three would double-count the same money. Approved and Pending invoices are shown separately, since a Pending invoice isn't confirmed spend yet; purchase orders exclude Cancelled ones.
| Project | Claims made (to principal) | Claims received (from subs) | Invoices (approved) | Invoices (pending) | Purchase orders |
|---|
Nothing recorded on any project yet.
Invoices by month (by invoice date)
Every invoice bucketed by the month printed on the invoice itself, not when it was uploaded or is due. Paid invoices stay in the list, just marked - this is for reconciliation, not a to-do list.
No invoices recorded yet.
Budget vs. actual (by schedule activity)
Budget for each schedule activity against actual physical progress and what's genuinely been paid to vendors against it - not just approved-but-unpaid amounts. Variance is budget less payment and is shown even when negative, since an activity running over budget is exactly what this report is for.
| Project | Activity | Actual work done | Budget ex GST | Paid to vendors ex GST | Variance |
|---|
No schedule activities recorded yet.
Payments made (pick a date range)
Every invoice actually paid within the dates you choose - filtered by paid date, not invoice date or upload date, since this is specifically about cash that's genuinely gone out.
| Project | Supplier | Invoice # | Linked to | Paid date | Amount paid ex GST | Bank receipt # |
|---|
Choose a date range and run the report.