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.