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Important Note: Many of the shown columns headers are optional.  The above shows all optional fields.  To customize visible columns, from the Paymee menu goto Settings -> Setup & Options, Detail Sheet tab -> Data Columns...

 

Show Summary

Click this to go back to the Summary sheet.  This is the same as clicking the Summary tab on the bottom.

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Application No...(Top Right Area)

This is can only be changed from the Summary page.

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From/Work/Project/No.

This is can only be changed from the Summary page.  This area is not customizable.

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Item No.

This is the header for the item number column.  The item number can be anything, not just a numeral.

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Scheduled Value

This column contains the total value for the line item.

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Prev. App.

This column contains the amount & percent of work completed in previous applications. The percent is relative to the Scheduled value from the previous application.  The percent column is optional and can be hidden.

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This App.

These column detail the amount of work completed for the current application period.  Instead of Work in Place & Stored Material, This App Value will display if the Work in Place column is turned off via Settings -> Setup & Options, Detail Sheet tab -> Data Columns. A single line item can have either Work in Place or Stored Material - not both.  Once a line item is entered as say Work in Place, it is considered Work in Place for all future applications.  This is useful if the contract requires a separate calculation for Retainage on Work In Place as opposed to Stored Material.  A line item can be updated by entering values in any of these fields or the Total fields.

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Total

This column details the total completed.  The percent column is optional.  A line item can be updated by entering values in any of these fields or the This App. fields.

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Balance to Finish

This column details the remaining work to be done.  The percent column is optional.

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Retainage

This column details the Retainage associated with each line item.   The percent column is optional.  The Retainage calculation is customizable via Settings -> Retainage Settings.

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Comments

This column is for any miscellaneous comments.  This is useful in providing details to validate the work done. This field is also optional.

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