Frame the job
Record project, contract, phase, period and responsible reviewer.
Workflow blueprint
Contractor accounting software should show where a cost claim came from
A page-specific review aid, not a universal product or compliance claim.
Trace a subcontractor invoice or labour record to a contract, cost code, review decision and ledger export.
TL;DR - Trace a subcontractor invoice or labour record to a contract, cost code, review decision and ledger export.
Collect the cost
Relate labour, purchase, subcontractor invoice, receipt and source file.
Review the change
Keep variation, approval, cost code, correction and report edition distinct.
Release the report
Assign contract, tax, audit, retention and finance questions.
Page-specific decision aid
Contractor cost-source map
A contract, commitment, cost code, labour or invoice source, variation, approval, correction and report-version map.
- Commitments point to their source
- Variations keep approval context
- Ledger export is not a contract conclusion
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 identity
- Cost and source-document evidence
- Variation and approval history
- Report and specialist owner
Relevant Codeblix foundations
Review the existing product areas that support the proposed workflow.
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.
The whole project, from the BOQ to its costs.
Explore 180 capabilities across estimating, procurement, deliveries, claims, accounting and reporting. Start with the new complete construction guide.
Watch the new complete construction guide
Watch the new complete construction guide
Follow company setup, rate build-ups, BOQ, procurement, deliveries, supplier bills, project accounting and reporting, then the illustrated Max scenarios. Open the guide for timed chapters and a transcript.
Construction Management Software | BOQ, Procurement & Project Accounting | Codeblix Complete Guide
18 min 58 secFollow Codeblix Construction from company setup and BOQ estimating to procurement, deliveries, project accounting and reporting, with illustrated Max AI scenarios.
Watch the recorded walkthrough →