Settings

Summit Builders
Company name and logo are managed with members, under the Members tab.
Invoice numbering, default retainage and fiscal year settings arrive with invoicing (M3).
Your access owner
What your role can do in this organization.
  • org:read
  • members:manage
  • settings:edit
  • costCode:edit
  • client:edit
  • client:delete
  • vendor:edit
  • vendor:delete
  • job:create
  • job:edit
  • job:delete
  • budget:edit
  • co:edit
  • co:approve
  • po:issue
  • bill:edit
  • bill:approve
  • sov:edit
  • invoice:edit
  • invoice:send
  • payment:record
  • expense:create
  • document:upload
  • extraction:review
  • extraction:apply
  • labor:edit
  • time:create
  • time:manage
  • audit:read