Accounting

2 members

Financial management — budgets, invoices, and QuickBooks sync.

Administration

Organization-level capabilities are either on or off.

Manage billing

View invoices, change plan, and update payment methods.

Invite & manage users

Invite teammates, edit roles, and deactivate users.

Manage roles & permissions

Create roles and change what each role can do.

Company & organization settings

Edit company profile, financial policy, and integrations.

Approve financials

Approve invoices, change orders, and pay applications.

Project access

Higher levels include the ones before.

VViewEAdd/EditDDeleteHigher levels include the ones before.

Projects

Project records, details, and assignments.

Schedule

Tasks, milestones, and dependencies.

Selections

Owner-facing selection items and approvals.

Budget

Budget lines, costs, and projections.

Files & media

Documents, photos, and videos.

Daily logs

Field logs and progress notes.

Financial permissions

Per-role financial capabilities. Account-wide rules and automation live in Approvals & limits.

Line-item editing

Edit line-item quantity & cost

Change quantities and costs on invoice line items.

Edit materials presently stored

Adjust the stored-materials value on line items.

Edit auto-filled line-item descriptions

Override descriptions inBuild fills in automatically.

Vendors & payments

Create vendors

Add new vendors from invoice and vendor screens.

See all receipt credit cards

View every company card on receipts (not just your own).

Send choices to the app

Push selection/option choices out to the client app.

Manage company bank accounts

Add, edit, and approve changes to the bank accounts the company pays from.

Budget & visibility

Adjust budgets

Open the budget-adjustment flow from the budget table.

See items & payments

View item and payment detail (otherwise hidden for some roles).