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- Construction Accounting and Progress Billing
- Integrations
Integrations
Identify the source of receipts, attachments and user identities.
- Construction Accounting and Progress Billing
- Receipt evidence
- Supporting files
- User identity
Systems to connect
- Receipt evidence. Agree where the provider event identity, amount, partner and receipt time come from. A Cash Specialist verifies each receipt against that source before applying it.
- Supporting files. Upload the certificate or cost evidence to the parent accounting document. Keep its title, evidence type, uploader and visibility with the attachment.
- User identity. Link each team member to a platform user and the correct organization before assigning document work.
How connections are governed
Assign a Cash Specialist to compare a new receipt with its provider evidence. Rehearse a valid event, a repeated event identity and a receipt with verification still marked No. Only the verified receipt belongs in an application. Have Document Owner upload the source file and Finance Reviewer confirm that it supports the current document revision. Admin checks the team member to user link and organization scope. Keep operation keys and effect references with the action they describe; a local status is not evidence of an external acknowledgement.
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.