We are excited to share a significant update that will streamline the project management and financial operations for our clients.
Our partnership with AIA Contract Documents ensures that all calculations from the Schedule of Values are automatically completed within Cloud PM and efficiently transferred to the Application and Certificate for Payment (AIA G702 & AIA G703 forms). Both forms can now be printed on the licensed AIA documents.
Our integration with QuickBooks Online allows our clients to effortlessly sync all Customers, Vendors, Chart of Accounts, Products, Services, and more with Cloud PM.
The Schedule of Values can be easily exported to an Invoice, creating a smooth transition between the project details and financial records, all synced with QuickBooks Online. This integration ensures that the Application and Certificate for Payment will be automatically attached to the Invoice and made available in QuickBooks Online.
We believe these enhancements will significantly improve the workflow and ensure increased accuracy in the financial documentation for our clients.
