Prepare a backup bookkeeping desk before someone is away
Keep construction bookkeeping moving during an absence with a current queue, named access, approval boundaries and a small handoff rehearsal.
Read the guide →JOBSITE NOTES
Better handoffs.
From jobsite to books.
Construction bookkeeping works when field records, job references and office decisions reach the right person. Start with this practical sequence, then use the detailed guides for recurring exceptions.
A BOOKKEEPING DESK THAT UNDERSTANDS THE JOB
Set the role. Preserve the detail. Route the decision.
- 01
Give a construction bookkeeper a useful first-week handoff
Give a new construction bookkeeper the job list, account map, responsibilities, and record access needed to start well.
Open the guide → - 02
Write a vendor coding guide that still respects the job
Give a construction bookkeeper usable vendor instructions, with exceptions for equipment, materials, multiple jobs and misleading bank descriptions.
Open the guide → - 03
Build an invoice approval map for your construction bookkeeper
Define who checks job detail, approves a construction invoice and releases payment. Includes a disputed-delivery example and a reusable responsibility map.
Open the guide →
THE WORKING RESOURCE
The weekly construction bookkeeping handoff
One page to make responsibilities, missing documents and next actions visible.
Open the worksheet ↗More construction bookkeeping guides
Keep exceptions from becoming the process.
Use these guides for revised invoices, missing receipts, meeting cadence and backup coverage.
Track a construction change order from the field to the books
Keep request, pricing, approval, commitment and invoice status separate so a construction bookkeeper can prepare supported records without guessing.
Read the guide →Compare committed costs with actual job costs without double counting
Separate approved commitments, invoices, recorded job costs and payments so one subcontract or purchase order does not appear twice in the job review.
Read the guide →Keep credit-card payments from duplicating construction job costs
Reconcile the company card payment to its liability while preserving the individual job purchases, receipts and approvals underneath it.
Read the guide →Hand off a construction pay application without mixing its amounts
Build a bookkeeping bridge from a construction pay application to change orders, retainage, prior certificates, the current request, and cash received.
Read the guide →Keep a job-cost explanation when a vendor corrects an invoice after close
Preserve the original invoice, correction and job reference so a late vendor change does not obscure the project-cost trail.
Read the guide →Review costs posted to a completed construction job before month-end
Use a closed-job exception list to investigate late costs without reopening a project report by assumption.
Read the guide →Close a construction equipment rental with a five-record tie-out
Tie the rental agreement, job record, off-rent confirmation, final invoice, and payment together before closing equipment-rental cost.
Read the guide →Close a jobsite petty-cash packet before month-end
Tie the opening float, approved receipts, returned cash and replenishment together by job before closing a construction petty-cash packet.
Read the guide →Who owns the missing receipt? Define the handoff before month-end
Assign a source, owner, and escalation path to missing construction receipts before the monthly close stalls.
Read the guide →What project managers should send the bookkeeper each week
Give construction bookkeeping the job references, document changes and field decisions needed to keep active projects moving without guesswork.
Read the guide →A revised supplier invoice arrives: keep one obligation and its history
Help a construction bookkeeping desk distinguish a resend, replacement and credit document before approving or entering another bill.
Read the guide →Close subcontractor retainage without losing the job trail
Trace subcontractor retainage from the approved contract and bills through final release, payment and job-cost closeout.
Read the guide →Review unpaid vendor bills by job before month-end
Use a job-level open-bill review so construction teams can see what is unpaid, what is approved and what still needs support.
Read the guide →Compare a vendor statement with the accounts-payable list by job
Use a controlled comparison to identify missing bills, duplicate items, credits, and timing differences before a construction vendor statement changes the books.
Read the guide →Plan a 20-minute construction bookkeeping meeting
Use a short agenda to resolve missing records and decisions without rereading every construction transaction.
Read the guide →Correct a cost posted to the wrong construction job
Use a before-and-after bridge to move an approved cost between jobs while preserving the invoice, original posting, approval, and company total.
Read the guide →