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Finances (All Modules)
Finances (All Modules)
Step by step tutorials on using Finances for all Modules
By Adriana
1 author
8 articles
Contractor Finances
How does a Contractor fill out a Schedule of Value (SOV)?
How does a Contractor create a Pay Request (PR)?
How does a Contractor create a Proposed Change Order (PCO)?
How does a Contractor create a Change Order (CO)?
Consultant Finances
How does a Consultant create a Fee Adjustment (FA)?
How does a Consultant create a Consultant Pay Request (PR)?
How does a Consultant fill out a Fee Schedule?
Owner Finances
How does an Owner user change the Retention % for their Project?