procedure
Budgeting Forecasting
Run this process every time you want to outline the organization's long- and short-term financial goals...
3 steps 3 fields
Accounting Budgeting
Process billing
Run this process every time you want to start a process billing process
8 steps
Process steps
1
Subcontractors: Perform their scope of work, paying for labor, equipment, material & any other costs
5 days from previous step
2
Subcontractors: Bill the General Contractor for the total cost of doing their work
5 days from previous step
3
General Contractor: Reviews subcontractors invoices
5 days from previous step
4
General Contractor: Submit a bill to the Owner/Client
5 days from previous step
5
General Contractor & Owner/Developer: Review the General Contractor’s invoice
5 days from previous step
6
Owner: Release payment to the General Contractor
5 days from previous step
7
General Contractor: Releases payments to subcontractors
5 days from previous step
8
Subcontractors: Account for their payment (revenue) & costs of construction (expenses)
5 days from previous step
Related templates
procedure
Expense Claim Request
Use this blueprint to process approvals on expense claims from your employees.Blueprint - Expense Claim Request (Sample)...
7 steps 6 automations
Accounting requests
procedure
Price Override
Please launch and complete this process every time you override the price of a product/service. This will help us track,...
4 steps 3 automations
Accounting pricing
procedure
Pricing Discount Approval
6 steps 4 automations
Accounting Approval
Ready to use this template?
Sign up free and start running this process in minutes.