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Add Financial Information to a Project

Getting Started

Whenever you set up a project in Levelset, you have the option to add financial information on the project level to help you exchange documents with the right amounts and make better decisions about which documents to file.

Add Accounts Receivable info to Levelset to track the amount outstanding on each job. If you work in Texas, Louisiana, Tennessee, or New Hampshire, Levelset uses the dates of your unpaid invoices to calculate required notice deadlines to secure lien rights. If you are working in one of these 4 states, it is especially important to keep you A/R information updated in Levelset.

Click the +Add Invoice button under the A/R tab in Levelset to manually enter an invoice. The Amount Due on the job will update to be the sum total of your unpaid invoices.

Looking for an easier way to get your A/R information into your Levelset account? You can import your aging invoices into Levelset via spreadsheet upload! You can find this under Settings > Data Importing > Invoices. We also have integrations with QuickBooks Online and Procore.

Add Accounts Payable data to Levelset to request and track lien waivers based on payments to vendors. You can generate lien waiver requests based on your A/P invoices and track what you’ve collected back.

Click the +Add Bill button under the A/P tab in Levelset to manually enter an invoice. You’ll be prompted to associate the A/P invoice with a contact on your project. If your vendor isn’t added as a contact yet, you can click +Add new contact and add them while you create the invoice.