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