Integrations and source ownership

• CAD and drawing workspace. Keep drawing authoring and collaboration in the firm’s chosen workspace. Set up the handoff of accepted drawing issues and billing evidence, then record the drawing revision and relevant exported file with the milestone’s parent document.
• Bank or payment provider. Configure confirmed receipt imports with stable provider event references and amounts. Cash Specialist verifies the source outcome and matches the money to a client document.
• Accounting platform. Agree whether this ledger is the operating record or feeds another accounting system. Map account codes, periods and document types, retain the external reference and reconcile the observed posting outcome.
• Staff identity service. If the practice uses centralized sign-in, configure its mapping to users and team members. Test removal of access and organization scope before opening the connection to the wider team.

Each connection is a setup choice with a named owner and agreed source of truth. Review field mappings, source identifiers and the treatment of retries. Keep credentials in the approved secret store and use only the access needed for the handoff. Preserve the original event reference when reconciling repeated notifications.

Rehearse an interrupted request, a repeated receipt event and a changed source revision. Finance Manager checks financial effects before retrying an uncertain operation. Reconcile accepted and rejected imports against the source file. Provider access and connection behavior must be agreed during implementation.