Get Architecture Firm Management running in four steps.

Click Get started, then use Proto to configure Architecture Firm Management for your business. Describe the practice organization, the people preparing and reviewing fees, and the design milestone you want to pilot.

Bring an accepted drawing issue, the client’s acceptance correspondence and the agreed fee. Identify the business partner and document owner. Add the chart of accounts, an Open accounting period and a verified receipt to use in the rehearsal.

Ask Project Architect and Practice Principal to agree the milestone evidence. Billing Coordinator and Finance Manager should review the invoice and journal handoffs together. Cash Specialist should be able to explain both a partial payment and unapplied money before importing the next bank file.

Run the ordinary fee cycle and the changed-drawing case. Return a document for correction, reject an unbalanced journal and replay a receipt event. Confirm the outcomes and the authorized access to documents, supporting files and Operations Overview.

Reconcile the opening amounts to the source records. Agree who resolves uncertain operations and how an incorrect import is corrected. Release the reviewed configuration to the pilot team, then extend it after the first cycle has been reconciled. Read the implementation plan and pricing before expanding automated activity.