How to I create a sheet that track disbursement payments and account balances

CourtneyD

Can someone suggest a template that I can use to track construction payments to subcontractors and calculate the total amount paid and remaining balances in subcontractors' accounts?

After this, I would like to create an intake form for accepting invoices and provide subcontractors with limited access to their account information.

Genevieve P.

Hey @CourtneyD

I'd suggest looking through the Finance templates in the Solution Center to see if some of them may help you as a starting point, for example the Business Budget Management set or Expense Tracking and Reporting.

Cheers,

Genevieve