About Certifying Billings

Certifying progress billings allows Australian users to comply with the requirements of the Building and Construction Industry Security of Payment Act (2002). For other customers, it provides a way to track an initial billing amount against the final invoice amount.

If you are certifying billings, enter the bill date in the Claim Date field when you are creating the bill. Once you receive a response from the project owner, enter billing amounts as usual, and then check the Certified box and enter the appropriate date in the Certify Date field or accept the default (current date). Once you check the Certified box, the system locks the Units Claimed and Amount Claimed fields on the Item tab. You can then update the This Bill WC Amount (Item tab) as necessary. If you change the This Bill WC Amount field, you can enter a reason in the Reason Code field, as necessary.

Note: The system locks the Units Claimed and Amount Claimed fields in order to keep historical data in the event that you need to change the value in the This Bill WC Amount field.
Tip: The Units Claimed, Amount Claimed, Reason Code, This Bill Amount, and This Bill SM Amount fields do not initially default on the Items tab. To show these fields, you must set them to "show on grid" using the F3 Field Properties form. The following table displays the field sequence you should choose to display each field.

Field Name

Field Sequence # (from F3)

Units Claimed

175 – Claim Units

Amount Claimed

180 – Claim Amount

Reason Code

185 – Reason Code

This Bill Amount

144 – WC + SM (This Bill Amount)

This Bill SM Amount

119 – SM

Prior to certifying billings, you must check the Certify Progress Billing Claims box in JB Company Parameters. For more information about this feature, see Certifying Subcontracts (US) or Tracking and Certifying Claimed Amounts (Australia) in Process Subcontract Claims.