How to View and Manage Payments in the Payment Overview

The Payment Overview page is your centralized hub for managing all aspects of a payment in Mastt. From here, you can review payment amounts, verify compliance with AI, manage supporting documents, and track payment history—all in one place.

Before You Start

• A payment must already exist within a contract to view Payment Overview

Accessing Payment Overview

1. From the Mastt Home page, click on a project tile to open your project
2. Click Cost in the left navigation bar
3. Click Payments in the top navigation bar to open the Payment register
4. Click the Payment Title to open Payment Overview

Understanding Payment Overview Tabs

Payment Overview organises payment information across four tabs. Each tab focuses on a specific aspect of payment management.

Amounts Tab

The Amounts tab is the default view when you open Payment Overview. It displays a detailed breakdown of contract and variation values included in the payment application.

Review the Contract and Variations sections, which display contract line items, payment information, and any approved variations included in the payment application

Use the Variation Display dropdown to control how variations appear:

• Group at Bottom — Displays all variations together at the end of the table
• Show Inline — Displays variations beneath their related line items

Additional feature on this tab:

• Toggle Submitted Amounts to compare contractor-submitted amounts with approved amounts
• Click Export to download the table data — choose Current View to export the table as displayed, or All Data to export the complete dataset

AI Reviews Tab

The AI Reviews tab helps verify payment applications against uploaded contract documents using Mastt AI.

From this tab, you can view:

• Compliance checklist items
• The review status for each check
• AI reasoning for each compliance item
• Contract references that support the AI's findings

For more details on AI compliance, see How to Use AI Compliance for Contracts and Payments.

Attachments Tab

The Attachments tab is used to store and manage all documents related to the payment application, including supporting payment files.

1. Click + Add File or drag and drop files directly onto the page to upload documents
2. Use the Search bar to find specific files, or click Filter to narrow results
3. Click the Action menu next to any document to Download, mark as AI Ready, or Delete it

For more details on managing documents, see How to Use the Documents Module.

Audit Log Tab

The Audit Log tab provides a complete read-only history of all changes made to a payment application. This includes user activity and timestamps so you can track who made changes and when.

Working with Tables

All tabs display data in customisable table views.

• Click the action button on any column header to sort, pin, filter, or hide columns
• Use the toolbar to reset views, customise columns, apply filters, or export data

Editing and Deleting Payments

From the Payment Overview page:

• Click the back arrow to return to the Payment register
• Click Edit Payment (upper right) to open the Update Payment form and modify payment details
• Click Download to export payment reports
• Click Delete to remove the progress claim

Troubleshooting & FAQs

Q: Can I compare submitted and approved amounts?

Yes. On the Amounts tab, toggle Submitted Amounts to view a side-by-side comparison of contractor-submitted and approved amounts.

Q: Who can see the Audit Log?

All users with access to the payment can view the Audit Log. It is read-only and cannot be edited.

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