Workflow blueprint

Accounting Software for Builders should keep its project visible

A page-specific review aid, not a universal product or compliance claim.

Use the builder cost-source review to keep project, contract, supplier, cost code, variation and report source connected for a US evidence review.

TL;DR - Use the builder cost-source review to keep project, contract, supplier, cost code, variation and report source connected for a US evidence review.
1

Frame the case

Register project, contract and period.

2

Trace the evidence

Relate invoice, labour, receipt and code.

3

Review the exception

Keep variation, approval and report edition.

4

Assign the next owner

Assign contract, tax, audit and finance owners.

Page-specific decision aid

Builder cost-source review

A project, contract, supplier, cost code, variation and report source, source edition, timestamp, exception note and named review owner.

  • ✓Commitment is not payment
  • ✓Variations keep approval
  • ✓Posting is not entitlement
Scope first

What Codeblix would confirm before implementation

This page is an operational blueprint. The final workflow, screens, permissions and integrations depend on your current process and agreed implementation scope.

  • ✓Project and contract
  • ✓Cost source
  • ✓Variation and approval
  • ✓Finance reviewer

Use the related planning tools

Run the operational calculation, save the result in the URL and share it with your team.

Map this workflow to your operation

Tell Codeblix how work moves today. We will confirm the practical scope before proposing an implementation.

Discuss your workflow

Related Codeblix video walkthroughs

Watch the relevant workflow in the recorded product version, then open its dedicated page for the full context.

Construction ERP Software: BOQ, Procurement & Project Accounting | Codeblix

4 min 8 sec

Tour Codeblix Construction ERP from BOQ and procurement to goods receiving, supplier invoices, progress valuations, project accounting and reporting.

Watch the recorded walkthrough →

Browse all Codeblix video tutorials →