Financials and Payments

Financial workflows connect operational activity to money. Use these screens to understand revenue, AR/AP, margin, payments, approvals, overhead, P&L, balance sheet, assets, payroll, tax context, and payment collection.

Financials Dashboard is the finance command view for high-level review.

Financial review

Start in Financials Dashboard when you need the executive view. Move to Financials for deeper rollups and finance summaries.

Financials is the deeper rollup for revenue, AR aging, margin, forecast, and balance summaries.

Recommended review process:

1. Review dashboard-level health.
2. Check AR aging and unpaid balances.
3. Review margin and forecast movement.
4. Open transactions or payment approvals when something needs action.
5. Use CFO Financials when the issue becomes an executive decision.

Transactions is the AR/AP activity list. Use it to review money movement and transaction status.

AR/AP and approvals

Use Transactions for AR/AP activity. Use Sub-Payment Approvals when subcontractor payments require review.

Sub-Payment Approvals helps the builder review outgoing subcontractor payments before they proceed.

Payment approvals should be reviewed against job status, scope completion, compliance, and any dispute or variance.

Payments is the collection and payment integration surface. It may show setup requirements depending on environment and account status.

Financial route coverage

Portal area	Use it for
Financials Dashboard	Executive finance overview.
Financials	Revenue, AR aging, margin, forecast, and balances.
AR / AP	Transaction review.
Sub-Payment Approvals	Outgoing subcontractor payment approval.
Procurement	Material purchase order financial context.
Vendors	Supplier terms and vendor context.
General Ledger	Ledger-level accounting review.
Payroll	Payroll context.
Tax Info	Tax-related business information.
Overhead	Overhead review.
P&L	Profit and loss review.
Balance Sheet	Balance sheet review.
Asset Registry	Asset tracking.
Depreciation	Depreciation schedule.
Payments	Payment collection and payment integrations.

Financial operating habits

• Do not approve payments without confirming the operational basis.
• Review AR/AP before leadership meetings.
• Use job and procurement context when margin changes unexpectedly.
• Treat missing payment integration setup as a launch or admin task, not a field operations issue.
• Keep vendor and subcontractor records clean so finance workflows have reliable counterparties.