Importing budgets, SOVs, invoices, and Receipts

My Imports supports larger financial intake workflows.

Best for: Financial administrators · Requires: Financial-management access; desktop web is recommended.

Import hubs include:

• Budget Imports
• SOV Imports
• Invoice Imports
• Receipt Imports

Start the correct import type, upload the supported source, review detected data and conflicts, then confirm the resulting project records.

The navigation page is labeled Non-Committed Costs, but the import hub and individual imported records still use Receipt Imports and Receipt.

For one subcontractor invoice PDF, users with AI Chat and financial write access can instead choose Skills → Import Invoice in Chat. The skill creates a Draft invoice and attaches the source PDF after matching the project, Commitment, Billing Period, and SOV lines. Review every amount and match before submitting the Draft. See Importing a subcontractor invoice with a Chat skill.

An import is not complete merely because the file uploaded. Check the run status and open the destination record. Archive old import runs only after confirming they are no longer needed for follow-up.

Imports are separate from QuickBooks and Sage sync. They create or update Constructable records from uploaded files rather than maintaining a live accounting link.

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