When project orders are raised under the Pro Fees tab in the Order Raising window, they must be signed off on or finalised once the work is complete or the professional fees have been agreed. This ensures the order is processed correctly against the project budget and prevents further payments being made in error.
To finalise a Pro Fees project order:
From the Projects area, click on the required project.
Click the Order Payments tab.
Find and open the order you want to finalise.
Click Sign off or Finalise.
Enter the interim fee values for the order if required.
If the project order needs to be completed in full, you may need to move the project status forward temporarily to allow finalisation at the full amount. Once the order is finalised, the status can be moved back if necessary.
📌 Note: Signing off on a Pro Fees order ensures it is closed correctly and prevents further interim valuations from being raised against it.