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- Architecture Firm Management
- Who it's for
- Multi-entity design practices
Multi-entity design practices
Architecture practices operating through separate organizations need a consistent way to identify which entity owns a fee document. Architecture Firm Management links documents, team members, clients, ledger accounts and accounting periods to the practice context. Admin establishes staff identity and scope, while Finance Manager checks that financial work uses the intended organization throughout the billing cycle.
How Architecture Firm Management is set up for you
Entity context
Use a stable organization code on imported records. Billing Coordinator checks the document's client and organization before preparing lines. Finance Manager confirms that account and period choices belong with that document.
Staff responsibility
Link team members to their authenticated users and assign each document an owner. Rehearse access with staff from different organizations so daily queues show the work each person is authorized to handle.
Comparable amounts
Agree the USD reporting basis for the pilot. Review any source amounts in another currency with Finance Manager before migration. Keep the source conversion decision in the connected accounting process and supporting evidence.
Architecture practices operating through separate organizations need a consistent way to identify which entity owns a fee document. Architecture Firm Management links documents, team members, clients, ledger accounts and accounting periods to the practice context. Admin establishes staff identity and scope, while Finance Manager checks that financial work uses the intended organization throughout the billing cycle.
Begin with a single practice organization and a representative design fee, then repeat the same handoff under another authorized organization. Use different partner codes and accounting periods even when client display names are similar. Ask each team to locate its own evidence and verify that a direct record or attachment request respects the agreed scope.
Test a cash application where the receipt's client belongs to a different organization from the document. Resolve the mismatch before applying the money. At reconciliation, have Finance Manager explain each entity's posted documents and journal balance separately. Use [clients and practice](/architecture-firm-management/modules/clients-and-practice) to prepare identities and [the implementation plan](/architecture-firm-management/implementation) to agree the access and import checks before extending the pilot.
Features to start with
Roles on the team
- Admin
- Configures practice access and maintains organization and staff identities without substituting for business approval.
- 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.