How to Add an Application and Enter a Simple Order Application

Description: Use the Application Entry screen to Add a new payment Application in Profitz. Applications are formal requests for progress payments and may be entered against simple orders. This guide explains how to set batch details, add a new Application, and enter values for Simple Order Applications

Step‑by-step instructions

Before starting, ensure you know which Job, Customer, and Order the Application relates to. If the Order is schedule‑based, ensure a Claim Schedule has already been created.

Set Batch Details

When you navigate to Jobs › Claims › Application Entry, the Batch Header screen appears.

Date: The default date applied to the Application.

Period: The financial period for the Application.

• Important: The Period must match the Date.
  • Example: If the Application Date is August 2025, the Period should be 05.26.
  • The Period determines the month recorded on the GL transaction.

Click Next to continue.

View the Application List

The Application Entry – List screen displays all un‑posted Applications.

You can:

• Add – Create a new Application.
• Edit – Select an Application and click Edit to modify it.
• Delete – Select an Application and click Delete.
• History – View audit history.

Add a New Application

1. Click Add to create a new Application.

Job No: Select the Job the Application relates to.

Account Code: Select the Customer account.

Order No: Select the Order the Application will be recorded against.

Application No:

• Leave blank to auto‑assign the next sequential number (1, 2, 3…).
• Or manually enter your own number (e.g., customAppNo1).
• Click Get Results to create the Application and open the Application Entry screen.

How to Enter a Simple Application

Before starting, ensure the selected Order is a Simple Order (no claim schedule attached).

Enter Application Values in the Grid

Simple Applications are entered directly into the grid on the Application Entry screen.

To begin, double‑click the row you want to apply for.

Press Enter to confirm the entry.

Choose How to Enter the Application Amount

You can enter values using any of the three editable columns:

Option 1: Enter an Applied For Movement Amount

Applied For Movement: Enter the amount you are applying for.

Example: Entering 1,000.00 applies that amount to the selected line.

Option 2: Enter an Applied For Total Amount

Applied For Total: Add the amount you are applying for to the existing total.

Example: To apply 1,000.00, add it to the current total: 2,500.00 + 1,000.00 = 3,500.00

When confirmed, the Applied For Movement and Applied For Percentage columns update automatically.

Option 3: Enter an Applied For Percentage

Applied For Percentage: Enter the percentage you are applying for.

Example: To apply 1,000.00, enter 10% (if the previous percentage was 25%, enter 35%).

When confirmed, the Applied For Movement and Applied For Total columns update automatically.

Apply Variation Amounts

You can apply for variation amounts using the same three methods.

Review Automatic Calculations

When you enter application amounts:

• Retention is automatically calculated based on the Order settings.
• GST is calculated on the net amount.
• Total Payable (Total + GST) updates automatically.

Post the Application

When all values are correct:

1. Click Post to confirm and post the Application.

After posting, the Send Email button becomes available.

Email the Application to the Client

1. Click Send Email.
2. Profitz automatically attaches the Application document.
3. Enter the client’s email details.
4. Click Send.

FAQ

Can I enter a Simple Application for an order with a schedule? No. Schedule‑based Orders must be entered using the Schedule button.

Do Retention and GST calculate automatically? Yes. These values update as soon as you confirm your entry.