Assign document, billing, finance and cash decisions to the right people.
Document Owner enters the source document, lines and attachments for an authorized organization.
Finance Reviewer records the document decision against the examined revision. Billing Reviewer checks a certified claim before completion.
Controller checks journals, periods and operation results. Cash Specialist works from verified receipts.
Admin maintains people, partners and accounts for each operating organization. Test access with people from different organizations before release.
| Role | Accounting documents | Progress billing | Ledger and periods | Cash application | Partners and organizations | Review and evidence |
|---|---|---|---|---|---|---|
| Admin | View | View | Edit | Edit | Edit | Edit |
| Document Owner | Edit | Edit | Edit | View | View | Edit |
| Billing Reviewer | View | Approve | View | View | View | View |
| Finance Reviewer | Approve | View | View | — | — | Edit |
| Controller | View | View | Approve | Edit | — | Edit |
| Cash Specialist | View | — | — | Edit | View | View |
Maintains organization membership, access and core setup.
Prepares construction billing and cost documents with their source lines and evidence.
Starts on: Documents in review
Checks the certified claim and records the billing decision.
Starts on: Submitted billings
Makes independent document decisions and checks source revisions.
Starts on: Documents in review
Owns journal posting, period eligibility and reconciliation of accounting outcomes.
Starts on: Submitted billings
Verifies receipts and prepares applications to posted documents.
Starts on: Posted documents
Start free, then use Proto to change fields, steps and approvals before your team goes live.