Accountant
Pages
  1. Your account and ledgers to reconcile
  2. Lock costs, approve hours and reconcile collections
  3. Screens for Accountant
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Accountant · Finance › Screenshot library

Reference · 33 screenshots

Screens for Accountant

Select a screenshot to open its full page. An access-refused image records a permission limit for that account. Earlier availability messages can differ from the current features described in the task guides.

All guides

Visitor

  1. 1Explore SubAgent Construction's services and projects4 steps · Visitor›
  2. 2Send an enquiry or sign in as staff4 steps · Visitor›

Worker · Workshop and site work

  1. 1Your account, Scan and assigned work5 steps · Worker›
  2. 2Carry out assigned work and record on-site facts6 steps · Worker›

Warehouse · Stock management

  1. 1Your account and warehouse navigation5 steps · Warehouse›
  2. 2Receive, label, reserve and issue stone to the factory7 steps · Warehouse›

Supervisor · Production supervision

  1. 1Your account and work to supervise5 steps · Supervisor›
  2. 2Allocate work, check quality and confirm working days6 steps · Supervisor›

Coordinator · Project coordination

  1. 1Your account and projects to coordinate5 steps · Coordinator›
  2. 2From customer enquiry to delivery and handover7 steps · Coordinator›

Accountant · Finance

  1. 1Your account and ledgers to reconcile5 steps · Accountant›
  2. 2Lock costs, approve hours and reconcile collections6 steps · Accountant›

Director · Business oversight

  1. 1Your account and projects to review or approve5 steps · Director›
  2. 2Approve measurements, review changes and record corrections7 steps · Director›

Product administrator · Business administration

  1. 1Your account and staff administration scope5 steps · Business admin›
  2. 2Manage accounts, website content and lookups5 steps · Business admin›

Administrator · Technical support

  1. 1Switch to the account being supported and return4 steps · Technical support›
  2. 2Record an issue and end the support session3 steps · Technical support›

End-to-end workflows

  1. 1Receive stone and lock purchase costs5 steps›
  2. 2Find, reserve and issue stone to the factory7 steps›
  3. 3From a customer enquiry to an agreed quotation8 steps›
  4. 4Approve the measure used for production5 steps›
  5. 5Quote for a change in scope5 steps›
  6. 6Produce, check quality and carry out rework9 steps›
  7. 7Retain off-cuts and reconcile a cut5 steps›
  8. 8Deliver, install and hand over the project7 steps›
  9. 9Track a subcontract package under the parent project6 steps›
  10. 10Record shifts, approve hours and rate the day6 steps›
  11. 11Record costs, send claims and reconcile receipts10 steps›
  12. 12Reuse off-cuts, approve rewards and record payment10 steps›
  13. 13Receive and resolve a warranty complaint5 steps›
  14. 14Correct errors while preserving the source history7 steps›
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