Valuations and payment certificates

Create the certificate

1. Open Client Valuations and create a new one. It numbers itself in sequence.
2. Set the valuation date, which is when you assessed the works.
3. Set the due date from your contract. This is the one that drives every statutory deadline, so it is not optional.
4. The lines come through from your bill of quantities. You do not retype anything.

Two ways to value a line

Measured work values naturally as a percentage. A lump sum, a provisional sum released in stages or a daywork sheet does not, and forcing it through a percentage is how a spreadsheet ends up with a column nobody can explain.

1. By default each line is valued as a percentage of its contract value for this period.
2. Click the % beside the field to switch that line to a fixed sum. The symbol turns into a pound sign.
3. Switching does not change the value. The field starts from whatever the percentage was already producing, so nothing jumps.

What the cap does

QScope will not let a line be certified past its contract value once previous certificates are counted. If you try, it tells you how much is left on that line rather than silently trimming your figure.

Bringing variations in

Under JCT a variation is valued in the periodic valuation, as a line in the certificate. It is not paid separately on the side.

1. Use + Add Variations in the certificate.
2. QScope lists the approved variations that are not already in this certificate, with their values, and asks you to confirm.
3. They come in as normal valuation lines, so you value them by percentage or fixed sum like anything else.
4. Retention is then deducted once, in the certificate, exactly as the contract expects.

Materials on site

Record an advance payment against the line it relates to. QScope recovers it automatically in following valuations as that work is certified, and shows it on the certificate as a note rather than hiding it inside a total.

Check before issuing

1. Look at the summary: gross this period, less retention, net due.
2. Check the statutory dates panel shows four dates. If it says they cannot be computed, you have not set a due date.
3. Read the line at the foot of the certificate stating the sum considered due and the basis of it. That statement is what the Construction Act requires, and it is why the valuation schedule prints with the total.

Issuing

Print or save as PDF. The document carries your practice name and logo, never QScope branding.

It prints in black and white on purpose. Certificates get photocopied, scanned and put into bundles, and anything that relies on colour stops being readable at that point. Negative amounts appear in brackets, which is the accounting convention and survives the same treatment.