51 articles
Financials Help
Configure financials and manage budgets, contracts, changes, billing, payments, reports, and accounting integrations.
Quick reference
7The 60-second financial model
Think of Constructable financials as one connected flow:
Read articleFinancial terminology
Learn about financial terminology in Constructable.
Read articleStatuses at a glance
Draft → Awaiting Approval (when used) → Out for Signing → Ready to Countersign → Fully Executed
Read articlePermissions and availability
Financial Tools appear only for organizations with the Financial package. A missing menu can mean the package is unavailable, the user lacks the required permission, or both.
Read articlePlatform availability
Most financial pages can be viewed from web and native layouts, but dense grids and administrative workflows are easier on desktop.
Read articleFinancial decision guides
Use a Commitment for subcontracted scope that needs an SOV, retention, invoicing, and contract administration. Use a Purchase Order for purchased goods or simpler vendor commitments. Purchase Orders default to zero retention. See Creating commitments and purchase orders.
Read articleTroubleshooting financial workflows
Check these common causes:
Read articleFoundations and setup
6Understanding Constructable's financial model
Constructable connects contracts, billing, costs, and forecasts so teams can follow money from planned scope through actual payment.
Read articleConfiguring organization financial settings
Organization settings provide defaults and rules used by new projects, contracts, and invoices.
Read articleConfiguring project financial settings and budget type
Project settings determine how the project's Budget begins and how financial forms identify key project participants.
Read articleSetting up cost codes, cost types, revenue codes, budget codes, and subprojects
Financial coding determines how SOV, budget, change, invoice, and Receipt lines roll up.
Read articleUnderstanding financial permissions and restricted company access
Financial permissions are intentionally more granular than a project role.
Read articleManaging Billing Periods and due dates
Billing Periods define the date range and due date for invoice cycles.
Read articleBudget and forecasting
7Setting up a project budget
Budget Setup starts the project's Budget.
Read articleEditing the Budget and Budget Modifications
The Budget stores planned project costs. The Original Budget is modification number zero; later Budget Modifications preserve changes over time.
Read articleLocking and unlocking budgets and modifications
Locking protects approved budget information from casual editing.
Read articleReading the Full Budget Report
The Full Budget Report combines revenue, Budget values, commitments, actual costs, and forecasts by Budget Code.
Read articleIncluding pending Change Orders in totals
The Budget Report can include or exclude pending Change Orders from relevant totals.
Read articleOverriding Forecast at Completion and reviewing forecast notes
Forecast overrides let the team replace a calculated expectation with an informed project forecast.
Read articleUsing the Budget Activity Log and exporting budget data
The Budget Activity Log helps explain how the current report changed.
Read articlePrime Contract, commitments, and SOVs
6Creating and managing the Prime Contract
The Prime Contract represents the project's agreement with the owner and provides the owner-side SOV.
Read articleCreating commitments and purchase orders
Commitments and Purchase Orders record agreed vendor costs.
Read articleCreating commitments from awarded bids
Awarded bid information can provide the starting point for one or more Commitments.
Read articleBuilding, importing, locking, and unlocking an SOV
The SOV divides a contract into the lines used for changes and progress billing.
Read articleUnderstanding retention, billing types, revenue codes, and invoiced-line restrictions
SOV options differ between owner and vendor contracts.
Read articlePreparing contracts for e-signature and understanding statuses
Contract status shows where a Commitment or Prime Contract is in its document lifecycle.
Read articleChange management
5Creating and organizing Change Events
A Change Event is the container for one scope change and its owner- and vendor-side effects.
Read articleCreating vendor Change Orders and Prime Change Orders
A vendor CO changes a Commitment. A PCO changes the Prime Contract.
Read articleCopying vendor change costs to the Prime Contract
Copying vendor lines provides a starting point for owner-side change pricing.
Read articleUnderstanding no-budget-impact, pending, billable, executed, and void changes
Change status and financial timing answer different questions.
Read articleUsing Change Event search, grouping, exports, and reports
The Change Events index helps teams review change exposure without opening every record.
Read articleBilling, invoices, and Pay Applications
8Finding Owner and Subcontractor invoices
The Invoices page separates owner billing from vendor billing.
Read articleCreating and submitting a subcontractor invoice
A subcontractor invoice records progress against one Commitment SOV for one Billing Period.
Read articleReviewing, approving, unapproving, and marking invoices paid
Invoice statuses separate vendor preparation, project review, approval, and payment.
Read articleCreating Owner invoices and copying vendor lines to prime
Owner invoices bill progress against the Prime Contract.
Read articleEntering work, materials stored, retention, and retainage release
Invoice line items distinguish earned work, stored materials, amounts retained, and amounts released.
Read articleManaging invoice attachments and lien waivers
Attachments and lien waivers support the documentation required for invoice approval and payment.
Read articleDownloading and customizing Payment Application PDFs
An invoice can generate a Payment Application with summary and detail sheets.
Read articleRecording payments against approved invoices
Payments record cash against invoices on a Commitment.
Read articleNon-committed costs, imports, and reporting
5Recording Receipts and other non-committed costs
Receipts capture project cost that does not progress through a Commitment invoice.
Read articleImporting budgets, SOVs, invoices, and Receipts
My Imports supports larger financial intake workflows.
Read articleComparing Projected Costs and Actual Costs reports
Projected and Actual Costs answer different questions.
Read articleUsing Change Orders and All Invoices reports
Specialized reports answer questions that are harder to see in one project grid.
Read articleChoosing the right financial export
Choose an export based on the record and audience.
Read articleAccounting integrations and access
7Understanding accounting sync, record links, statuses, and reauthorization
Accounting integrations connect supported Constructable records to QuickBooks Online or Sage Intacct.
Read articleConnecting and working with QuickBooks Online
QuickBooks Online supports live synchronization for configured master data, invoices, bills, payments, and selected costs.
Read articleUnderstanding QuickBooks invoice timing, payments, Receipts, and common errors
Constructable sends eligible invoices to QuickBooks after approval.
Read articleConnecting and working with Sage Intacct
Sage Intacct supports customer-configured inbound and outbound financial flows.
Read articleUnderstanding Sage budgets, contracts, invoices, Receipts, and payments
Sage synchronization depends on the mapping enabled for the customer.
Read articleUnderstanding Procore financial migration scope and limitations
Procore financial transfer is a one-time migration from an export, not a live accounting integration.
Read articleUsing financial tools on mobile and native devices
Constructable keeps core financial records accessible on smaller devices, with some administrative controls condensed or unavailable.
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