Guides › Accountant
Accountant
Accountant · Finance
Lock landed cost, approve working hours, trace costs, send payment claims and reconcile receipts.
Start atMy account → People / Money
An account with only the Accountant role can view the Project money summary; it cannot open measurement, workshop or site details.
Tasks for your role
Read the getting-started guide, then choose your daily task.
- 1Your account and ledgers to reconcileCheck your Accountant account, find the right finance list and read a cost entry's source before processing it.5 steps · Accountant
- 2Lock costs, approve hours and reconcile collectionsReconcile receipt costs and working hours, trace direct costs and follow payment claims through collection.6 steps · Accountant
Workflows you take part in
See who hands the work to you, your part and who receives the next step.
- 01Receive stone and lock purchase costsRecord a stone delivery, create a code for each slab received into stock, and lock purchase costs for the warehouse and accountant to track.5 steps
- 09Track a subcontract package under the parent projectRecord outsourced work under the parent project, follow its outcome and allocate the cost to the correct project.6 steps
- 10Record shifts, approve hours and rate the dayRecord the actual working day, confirm it, then approve and lock the hours; preserve a history of corrections.6 steps
- 11Record costs, send claims and reconcile receiptsTrace direct costs, prepare and email payment claims, record money received and check the remaining balances.10 steps
- 12Reuse off-cuts, approve rewards and record paymentKeep the off-cut’s origin, reuse it on another job and follow the reward from its approved table to recorded external payment.10 steps
- 14Correct errors while preserving the source historyChoose the correction appropriate to the source record, state the reason and preserve its earlier links.7 steps
Browse screenshots
33 screenshots for this role; open a task guide for the actions and results.