Intent REI LLC

Invoices

Search projects, permits, invoices...K

Invoice command

AP, invoice approvals, payment controls, material receipts, and project-cost context in one register.

FinanceLive2 invoice records
Loading invoices
Invoices2AP and invoice records
Open AP$52KUnpaid invoice total
Overdue$0Past due payable balance
Paid$0Paid invoice total

Legacy SOP

Invoice SOP

AP intake, coding, scope match, completion check, approval thresholds, dispute handling, payment, and archive controls.

Workflow checks
  • Receive and save invoice package
  • Confirm vendor, W-9, contract, and project code
  • Verify scope/work completion and budget impact
  • Approve, schedule payment, save proof, and archive
Required evidence
  • Invoice
  • Contract/scope support
  • Work completion proof
  • Payment confirmation
09-SOP-Manual/Invoice-SOPKnowledge Base Workflow

AP register

Invoices and payment controls

Finance
Selected invoiceSample Contractor LLCGazebo Removal / Contractor / Labor / DemoOpen project workspace
Open$10KOverdue 2026-07-02Payment not set0 docsTenant pendingAwaiting refresh
2shown / 2
Total$52Kinvoice value
Open AP$52Kunpaid balance
Overdue$0past due
Paid$0closed payments
Contractor / Labor1top category
Open1top status
InvoiceProjectStatusTotalDue

Add invoice

New workspace record

Update selected

PREVIEW-INV-1

Support files

Invoice documents

PREVIEW-INV-10 linked filesPREVIEW-GAZEBO
No support files linkedAttach the invoice PDF, receipt photo, lien waiver, or payment backup here. It will also appear in the project workspace document library.