Documentation for finance and billing

Finance documentation is the part accounting reads before the first invoice leaves the building. It explains the cost group structure, how an invoice references the progress it bills, what a change order does to the contract value, how payments are matched, and when a surety is released. It also says which figures a report recalculates on opening, so a number that looks wrong can be traced to its record instead of being disputed.

Documentation pages for finance

See finance running on a project like your own

A demo opens the modules on this page with the roles and permissions your own team would work under, on a project that resembles one of yours.