Overview

To set up the Company Direct Costs tool, configure it in the Company level Admin tool. This includes defining approval routing rules, configuring fieldsets, custom fields, and default statuses to ensure non-committed invoices such as fuel, equipment rentals, materials, and job-site services are coded accurately and reviewed before payment.

To standardize your direct cost tracking and approval process, configure the following settings:

• Set Up Custom Approval Workflows: Use company-level workflows to route invoices automatically to project managers before accounts payable issues payment. You can set rules based on dollar amounts, vendor types, or specific projects.

• Assign Granular Permissions: Assign custom permission templates based on user roles. Grant accounts payable staff permission to create, edit, and batch-process invoices, while allowing project reviewers to review charges, dispute line items, and approve payments.