Questions, answered

Click Get started, then use Proto to configure Construction Accounting and Progress Billing for your business. Pilot one organization, a reviewed billing document, a certified progress claim and a balanced journal in an open period.

It holds the document number, subject, status, date, gross amount, owner, counterparty and organization. Its lines carry quantity, price, tax, net amount and account coding.

A progress billing links to a parent accounting document. Its project label, certified amount, certification time and certificate reference let the reviewer compare the claim with its supporting evidence.

A Finance Reviewer examines the current source revision and records a decision and reason. The document owner can then address a returned or rejected case.

Controller checks the linked accounting period and the debit and credit totals before posting an approved journal. Set period eligibility during implementation.

Cash Specialist verifies the provider receipt, checks its partner and amount, then records an application to the intended posted document.

Attach them to the source accounting document with a title, evidence type, upload time and visibility setting.

Operation receipts retain the action, expected revision, result state and failure reason. Controller can trace the receipt to its parent document and resulting effects.

Organizations scope team membership, partners, ledger accounts, periods and documents. Assign access carefully and rehearse it with records from each entity.