Questions, answered

Click Get started, then use Proto to configure Architecture Firm Management for your business. Pilot an accepted drawing milestone, its client invoice and a verified partial payment. Agree the review owners and reconcile the journal before expanding the client set.

Project Architect records the drawing revision, project, accepted date and fee on the milestone. Attach the supporting acceptance evidence to its parent document so Practice Principal and Billing Coordinator can follow the same fee basis.

Practice Principal reviews the submitted milestone and decides whether the accepted design evidence supports the fee. Record the decision date and retain the evidence before Billing Coordinator prepares the charge.

Check whether the new issue changes the accepted fee basis. Retain the earlier evidence, update the milestone revision as appropriate and obtain the applicable fresh decision before preparing the revised charge.

Yes. Finance Manager can record a Return decision with a reason against the current document revision. Billing Coordinator corrects the Draft document and submits it for another review.

Set up a connection or agreed export handoff with the practice’s CAD workspace. Keep the accepted drawing issue and billing evidence with the client document, using a clear title and the appropriate file visibility.

Cash Specialist applies a verified receipt to the intended invoice and retains the remaining invoice amount. Money beyond that amount remains unapplied until the next matching decision is clear.

Use the provider event reference to find the original receipt and reconcile its applications before proceeding. Rehearse repeated delivery during connection setup so the team can distinguish an existing confirmation from new money.

Operations Overview brings posted value, ledger balance, pending decisions and failed operations into the user’s authorized fee-document scope. Open the underlying records when explaining a balance or making an approval decision.

Agree the USD basis with Finance Manager before importing monetary records. Set up any conversion in the connected accounting process and retain the source amount and conversion evidence with the relevant billing material.