Agree who prepares design fees, decides approvals and reconciles client cash.
| Role | Design milestone billing | Accounting documents | Clients and practice | Review and evidence | Ledger and periods | Cash reconciliation |
|---|---|---|---|---|---|---|
| Admin | — | View | Edit | Edit | View | View |
| Project Architect | Edit | View | View | Edit | — | View |
| Practice Principal | Approve | View | View | View | — | View |
| Billing Coordinator | Edit | Edit | Edit | Edit | View | Edit |
| Finance Manager | View | Approve | View | Edit | Approve | View |
| Cash Specialist | View | View | View | View | View | Edit |
Configures practice access and maintains organization and staff identities without substituting for business approval.
Prepares project milestone and drawing revision evidence for the practice's billing review.
Starts on: Milestones awaiting approval
Decides whether submitted design milestone evidence supports the agreed fee.
Starts on: Milestones awaiting approval
Prepares client fee documents and line items and resolves returned billing evidence.
Starts on: Milestones awaiting approval
Reviews financial documents and journals and owns accounting period reconciliation.
Starts on: Journals awaiting approval
Verifies receipt evidence and applies confirmed client cash to the intended documents.
Starts on: Posted fee documents
Start free, then use Proto to change fields, steps and approvals before your team goes live.