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Help articles for borrowers
By Stephen and 2 others3 authors22 articles
Tracking Payment Status
Sending Invoices to QuickBooks (via CSV)
Summary Budget Communication
Package and Send Draw
Sending Invoices to Yardi
Sending Invoices to Nexus
Tracking Costs to Agreements
Portfolio Insights
Contingency Tracking
Tracking Predevelopment Projects
Sending Invoices to AvidXchange
Project Reports
Budget and Funding Projections
Budget Management
Bringing In-Flight Projects To Date
Agreements Management
Document Approvals, History and Reviews
Uploading Documents from AvidXchange
Project Budget Adjustments
Anticipated Cost and Budget Variance Reporting
Sending Invoices to RealPage
Sending Invoices to Bill.com