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- Architecture Firm Management
- Who it's for
- Commercial architecture studios
Commercial architecture studios
Commercial architecture studios need to connect accepted design work with the right billing company. A developer's trading name, project name and legal counterparty may differ. Architecture Firm Management keeps the milestone's project and drawing revision connected to a document with an explicit business partner and practice organization. The team can review the charge with its supporting evidence before posting it.
How Architecture Firm Management is set up for you
Billing counterparty
Billing Coordinator maintains the partner code, contact and address used for the engagement. Check the intended company when a development involves more than one client entity. Cash Specialist uses the same identity when matching the remittance.
Design-stage evidence
Project Architect records the accepted drawing issue and fee. Practice Principal reviews the milestone before Billing Coordinator prepares the document lines. Keep amended acceptance evidence available when the client asks for a revised submission.
Financial review
Finance Manager records a decision against the current document revision, checks the accounting treatment and posts into the appropriate period. A changed amount should return to the relevant reviewer before it reaches the ledger.
Commercial architecture studios need to connect accepted design work with the right billing company. A developer's trading name, project name and legal counterparty may differ. Architecture Firm Management keeps the milestone's project and drawing revision connected to a document with an explicit business partner and practice organization. The team can review the charge with its supporting evidence before posting it.
Choose an office refurbishment or small commercial development with a clear design milestone and a known client company. Bring the accepted drawing package, billing instruction and an example remittance. Use the pilot to resolve how project names and partner codes will be written across imported work.
Rehearse payment from a trading name that differs from the company on the invoice. Cash Specialist should confirm the intended partner and document before applying it. Add a document revision after a review decision and ask Finance Manager to locate the current evidence. Continue through [document preparation to approval](/architecture-firm-management/processes/document-preparation-to-approval) and [verified cash to reconciliation](/architecture-firm-management/processes/verified-cash-to-reconciliation) before expanding the client set.
Features to start with
Roles on the team
- Project Architect
- Prepares project milestone and drawing revision evidence for the practice's billing review.
- Practice Principal
- Decides whether submitted design milestone evidence supports the agreed fee.
- Billing Coordinator
- Prepares client fee documents and line items and resolves returned billing evidence.
- Finance Manager
- Reviews financial documents and journals and owns accounting period reconciliation.
- Cash Specialist
- Verifies receipt evidence and applies confirmed client cash to the intended documents.
Set up Architecture Firm Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.