Approvals, cost codes and job cost flow both ways

What moves

A submitted claim, variation, subcontract or certificate opens an approval in Accounting that follows your matrix, and the decision returns. Your cost codes are copied to Accounting's cost analysis, and costs posted there against a job's project, with the tax rates, come back to the job.

Before you start

• Construction and Accounting in your plan
• An approval matrix in Accounting (optional: without it the person holding the approving permission decides)

Step by step

1. Quantity surveyorConstruction & Contracting

   Submits a variation, a subcontract or a certificate.

   You see:It waits for approval.

2. SystemAccounting & E-Invoicing

   Opens one approval for it, once, even if sent again.

   You see:The approver sees it in the approval inbox.

3. Construction managerAccounting & E-Invoicing

   Approves or rejects.

   You see:The decision is recorded.

4. SystemConstruction & Contracting

   Marks the document approved or sends it back with the reason.

   You see:The preparer sees the result on the record.

Related

• Accounting & E-Invoicing
• Construction & Contracting
• Approved project time becomes cost and billable lines
• Assets become fixed assets with book values
• Authors cannot approve their own accounting entries
• A payment run is approved by someone other than its builder
• A rejected Saudi e-invoice is fixed and re-issued
• Connections between modules