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- Construction Accounting and Progress Billing
- Implementation
How a Construction Accounting and Progress Billing rollout works
Start with one reviewed construction billing and accounting cycle.
Set operating scope
Enter the organization, team members, partners, ledger accounts and the accounting period used for the pilot.
Prepare source work
Bring in a representative cost document and progress claim with their lines, amounts and attached evidence.
Rehearse review
Have separate people prepare and decide on the current source revision. Return one incomplete case with a reason.
Post and settle
Check a balanced journal in an open period, then apply a verified receipt to the correct posted document.
Review exceptions
Inspect operation results and make sure the controller can trace every incomplete case to its source and next owner.
What the customer provides
Provide an organization code, active team membership, the partner list, account codes, open period dates and a real billing case with certificate evidence. Choose who is authorized to approve a document and a certified claim. Supply receipt provider event details for the settlement rehearsal.
Changing it afterwards
When account coding or approval ownership changes, test a current case and a previously reviewed case. Keep older decisions and posted records available for explanation. Use a correction that preserves the source history, and check the effect on journals, applications and reports before expanding to another organization.
Set up Construction Accounting and Progress Billing your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.