Selected systems / Applications Ledger

Commercial control

Keep application, certification, payment and retention on one controlled route.

Synthetic demonstration

Commercial and finance teams · 2 minutes 10.7 seconds

The demonstration

What this film shows

A commercial user opens live contracts, works in a ledger that keeps applications, certificates, payments and retention together, and uses role dashboards for due actions, variances and forecast hygiene.

The problem

Applications, certificates, payments and retention often live in separate workbooks. This makes it difficult to maintain business-wide visibility of late payments and outstanding actions.

Who uses it

Quantity surveyors record and certify values against a live contract.  Finance administrators watch cash, retention and forecast hygiene.

The flow

  1. Live contracts are listed with status and a route into each ledger.
  2. Application, certification, payment and retention stay visible in one grid.
  3. Certified measured works are entered and related values are recomputed.
  4. Role dashboards list due applications, certificates, retention releases and variances.
  5. Finance sees an attention queue and application-forecast controls.

Design choices

The ledger is the operational record, not a reporting pack.  Each role gets the next action, while the underlying application history remains one object.

Related systems

Project identity and contract terms come from Central Project Register.  Certified application values can later inform cash views.