Financial Management
Control your project finances with tools for budgets, invoices, expenses, receipts, and financial tracking across your projects.
By Support1 author6 articles
Understanding Your Project Budget - Staying ProfitableMonitor original budget, revised budget, total costs, and variance in real time, broken down by cost code across subcontracts, bills, expenses, and labor hours.
Working with Subcontractors - Contracts and PaymentsCreate subcontract agreements, send for vendor approval, manage lien waivers, process bills and payments, and track committed costs against your project budget.
Tracking Bills and Vendor InvoicesEnter vendor invoices, move them through Draft, Open, and Paid statuses, and understand exactly when and how bills appear in your project budget.
Recording Project Expenses and ReceiptsLog direct project purchases with cost codes, check available budget before spending, attach receipts, and sync expenses with QuickBooks Online.
Managing Change Orders Without Losing ProfitCapture scope changes with cost breakdowns, send for client approval, automatically update your budget, and manage subcontract change orders to keep everyone aligned.
Invoicing Your ClientsCreate simple invoices or AIA-style pay applications with retainage, record partial payments, track balances across projects, and sync with QuickBooks Online.