Search results for 'financials' (27)
To download an invoice or receipt, go to the task's 'Payments' tab or the 'Financials' page, then click the download icon next to the payment stage.
To make a payment in Build Buddy, navigate to the payment section within a task. Select the invoice you wish to pay, choose your payment method, and follow the prompts to complete the transaction securely.
You'll receive a notification on your dashboard to set up your Digital Wallet. Just follow the provided instructions, and you'll be ready to manage your transactions effortlessly!
Explore how Build Buddy’s financial tools help you take control of your building budget. In this post, we dive into the features that make tracking costs and staying on budget easier than ever.
To track additional items that don't match any task, click 'Add Additional Expense' and enter the relevant details to ensure all your expenses are accounted for.
To add a new cost centre, simply click 'Add Additional Expense' and enter the expense details to keep your budget organised and up to date.
Editing a locked budget is not recommended, but if necessary, go to the cost code, click the edit button on the line item, and adjust the quantity and rate as needed.
The Budget tab provides a clear overview of your project's financial plan, comparing your current expenses against your final estimate to help you stay on track and make informed financial decisions.
Your Spend vs Budget Tracker is designed to help you manage and monitor your project's budget effectively, allowing you to track expenses, stay within budget limits, and make informed financial decisions.
Your Financial Summary page provides a comprehensive overview of your project's financials, helping you track expenses, payments, and budget allocations for better financial management.
If you're unable to access the Spend vs Budget Tracker, it's likely because your professional estimator hasn't uploaded your estimates to the Build Buddy platform yet.
To lock in an estimate, ensure your professional estimator uploads the final estimate to the Build Buddy platform. Then, navigate to the Financials section and click 'Lock Budget' to lock in your budget.
To get a Bill of Allowances, engage with a professional estimator through Build Buddy. They will assess your project plans and provide a detailed cost Bill of Allowances to help you plan your budget effectively.
Stay informed about payment due dates with Build Buddy! You’ll receive email and SMS notifications for upcoming payments, and you can also check the "Payment Requests" tab on your dashboard to view all tasks that require payment.
Explore Build Buddy’s dashboard, your mission control centre for managing your project’s status, financials, and tasks. The dashboard provides a visual progress bar, showing completed and pending stages at a glance. With the “Progress Breakdown” feature, access a detailed view of the 10 build stages, allowing you to track tasks like design, budgeting, and certification. Stay organised and keep your project on track with Build Buddy's intuitive dashboard.
