Which documents need review?
Compare document status, owner, counterparty and gross amount before the next decision.
- Construction Accounting and Progress Billing
- Reports and analytics
Reports for the questions your team asks
Explain document value, certified claims, journals and cash from source records.
Overview×
Construction Accounting and Progress Billing · Overview
Construction Accounting and Progress Billing dashboard
This quarter
Progress billings in view
6Total revision
3,300Submitted
6Certified at in 14 days
3Accounting documents by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 35 | ||
| Review | 16 | 46% | |
| Approved | 10 | 63% | |
| Posted | 7 | 70% |
Gross amount USD by status
Sample totals per stage
Questions to answer
What claim value is certified?
Follow each progress billing to its parent document, certificate and decision.
From Progress billing
Does the posting balance?
Compare journal debit and credit totals within the selected period.
Where did cash go?
Trace the provider event and verified receipt through each application to a posted document.
What needs repair?
Use operation result and failure reason to find the source record behind an exception.
More reports
Document value by organization Grouped
Sum gross amounts by organization and document status for the chosen document dates.
Progress billing certification List
Compare certified amounts and decision status for each parent document and project label.
Journal debit and credit balance List
Compare debit and credit totals by journal and posting date.
Period posting register Grouped
Group posted journals by organization, accounting period and source document.
Receipt application register List
Compare receipt amounts with amounts applied to documents by provider event identity.
Counterparty document register Grouped
Group billing and cost documents by counterparty and status.
Review decision history List
Show decision, reviewer, source revision, reason and decision time for each document.
Operation exception register List
Show failed and needs-review operations with parent document, action and failure reason.
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.