product
Solar job costing and accounting workflow assessment
Map labor, material, subcontractor, commitment, billing, and ledger handoffs around the project decisions your team makes.
01
Put financial context next to operating decisions
Project cost and billing context must be timely enough for operations while the accounting system remains authoritative for the ledger.
- Estimate and budget
- Commitments and actual cost
- Billing eligibility
- Close and profitability review
02
Records and decisions to map
The assessment starts by naming the records, owners, approvals, and recurring decisions that make this operating area work.
- Project budget and cost codes
- Labor, material, and subcontractor cost
- Invoices and payment status
- Ledger mapping and reconciliation
03
Configuration and system boundaries
Configuration scopeThese areas are evaluated as configuration or integration scope. Exact behavior is confirmed before implementation.
- General ledger ownership
- Billing approval
- Cost timing and accruals
- Financial access permissions
04
Questions for the workflow assessment
Use these questions to expose hidden ownership, exception, and data requirements before the rollout is scoped.
- Which costs arrive late?
- Who approves billing?
- How is committed cost represented?
- What completes financial close?
Review record
Sources and related pages
Next step
Map this workflow against the way your team works today.
Bring your current systems, records, owners, approvals, and exceptions. The assessment will identify what needs configuration, validation, or a staged handoff.