Payment groupings help you organize payment data into logical categories to simplify analysis and reporting across your construction projects. Use this feature to view payments by contract, time period, or approval status.
Before You Start
- You have access to a project in Mastt with the Cost Module enabled
- Payments have been entered for the project
Access the Payments Page
- Go to your project in Mastt.
- Click Cost Module in the main navigation bar.
- Select the Payments tab to view all payment data.
Select a Grouping Option
- Go to the Group by drop-down menu in the top-left corner of the Payments page.
- Click the drop-down to view the available grouping options.
- Select your preferred grouping method from the following options:
- Contract — Groups all payments by their associated contract. Select this to analyze costs per vendor or general contractor.
- Month Paid — Groups payments by the month in which they were paid. Select this for monthly financial reporting.
- Month — Groups payments by their calendar month. Select this to align with your accounting cycles.
- Status — Groups payments by current status (Draft, Submitted, Approved, Paid, Rejected). Select this to identify payments that need approval.
- Reimbursable Claim — Shows only reimbursable claims.
- None — Shows all payments without grouping.
Select different grouping options to gain various perspectives on your financial data throughout the project lifecycle.
View Grouped Data
- Check the group header to view the combined value of all payments in that group.
- Click any group header to expand or collapse that group.
Your grouping preference is saved per user, so your preferred view stays consistent across sessions. You can also use groupings with filters for more specific analysis.
Troubleshooting & FAQs
Q: What if groupings show empty or incorrect totals?
Check that payment data has been entered with correct contract assignments and dates. Missing information affects grouping calculations.
Q: Why can I not see payments after I select a grouping?
Click the group headers to expand them. Groups are collapsed by default to give a cleaner overview of your data.
Q: Can I export grouped payment data?
Yes. Select the export option to include grouped data in external reports. The export reflects the current grouping and filter selections.
Need Help?
Contact Mastt Support for additional assistance with Payment Groupings.