When EOM auto-claiming is enabled, Drum creates draft progress claims on a schedule and emails claim owners a digest so they can review and finalise them.
Open EOM Auto-Claiming settings
Open Settings from your profile menu.
Under Fundamental Data, choose EOM Auto-Claiming.
Turn on Enable EOM auto-claiming if it is not already on.
Who receives the digest
On the same settings page you can control who is notified:
Claim owner roles: tick the project roles that should get the digest for projects they are assigned to.
Fallback recipient: used when a project has no claim owner assigned.
Include in EOM emails: people CC’d on every EOM claim digest for the account.
Per-project inclusion in the auto-claim run is set on the project (see the claim settings fields on create or edit).
What the digest email shows
The email subject is along the lines of Progress claims ready to finalise. Each row in the digest lists:
Project: the project name
Progress Claim: a link to the draft claim
Value: the claim amount
The digest layout is fixed. You cannot choose which columns appear or rewrite the email wording. Job or project number is not shown as its own field (only the project name).
Claims stay in draft until someone reviews and submits them.
When auto-claim is a poor fit
Auto-claim works best when you usually claim billable work each month and finalise the drafts from the digest.
It is a poor fit if your team often holds amounts back, or waits for key deliverables before invoicing. In those cases Drum still creates draft claims for the month, and you end up with a backlog of auto-generated claims that nobody will action.
If that sounds like your billing pattern, leave EOM auto-claiming off and raise progress claims manually when you are ready.
Turn auto-claiming off
Open Settings from your profile menu.
Under Fundamental Data, choose EOM Auto-Claiming.
Turn off Enable EOM auto-claiming, then save.
To keep auto-claiming on for most projects but skip some, set Include in EOM auto-claim run to Exclude this project on those projects. See Project creation fields reference.
Clear unactioned auto claims
Draft and rejected auto claims can leave billables sitting on claim records you do not want to invoice yet. To free that time and cost for a later claim, see How to release rejected or held progress claims for the next claim.
If high job-count owners will not clear every unused claim one by one, that same article also covers monitoring Unbilled on the Projects Dashboard alongside selective deletes.
Related
Project creation fields reference (Include in EOM auto-claim run)