Cash Allowances on the Certificate of Payments

View Cash Allowance Requests on the Certificate for Payment (CP) and Approve/Authorize amounts entirely or progressively.

View Cash Allowance Requests on the CP

1. Go to the Project where you want to view the Certificate for Payment.

2. Click the Project Forms tab and select CERTIFICATE FOR PAYMENT

3. In the Certificates for Payment list, click on the certificate you want to view.

4. You will be directed to the Certificate for Payment page. Click Edit and you can view and enter the certificate details. RForm only allows for a certificate to be created once the previous certificate has been certified. Please note that only the last certificate can be edited

5. Scroll down and find the Cash Allowance Authorizations section.

The cash authorization section is comprised of the following data:

6. The Schedule of Values (SOV) includes line items for cash allowances, which may comprise multiple smaller Cash Allowance Authorizations (CAAs). 

7. The SOV tracks the total authorized and spent cash allowance, while the individual CAAs are detailed in the CAA section of the Certificate for Payment.

Approve - Hide - Show Cash Allowances 

The Cash Allowance Authorizations section lets you approve/authorize the progress to date partially or the whole requested amount.  The Hide/Show icon lets you hide or display the cash allowance request on the Certificate for Payment list.

1. Go to the Project where you want to view the Certificate for Payment.

2. Click the Project Forms tab and select CERTIFICATE FOR PAYMENTS

3. In the Certificates for Payment list, click on the certificate you want to access.

4. You will be directed to the Certificate page.  Depending on the status of the certificate, these are the options to available:  

5. Once the certificate is enabled for revision, scroll down to the Cash Allowance Authorizations section and find the line items that you want to Approve/Authorize and note the Progress to Date.  

6. In the request’s Amount Type field, click the drop-down arrow and select the amount type preference, this can be either:

   • Percentage (%)

   • Dollar ($)

7. On the right side of the table, click the Hide/Show (Eye) icon to hide/display the allowance on the final certificate for payment.

8. Review the updated certificate and scroll down to the bottom of the page and click the Save button to apply the changes. 

9. The default terms and conditions for Certificates for Payment are set on the "Edit Project Details" page. (Add link to the “Edit Project Details Section”

10. Click the Save button to complete the update and save.