Non-committed costs, imports, and reporting
Importing budgets, SOVs, invoices, and Receipts
Use My Imports when you need to bring in larger sets of financial data instead of entering records one at a time.
Use My Imports when you need to bring in larger sets of financial data instead of entering records one at a time.
Best for: Financial administrators · Requires: Financial-management access; desktop web is recommended.
Import hubs include:
- Budget Imports
- SOV Imports
- Invoice Imports
- Receipt Imports
Choose the import type that matches your file, upload the supported source, and review the detected data and any conflicts. After confirming the import, open the resulting project records to make sure the information landed where you expected.
The navigation page is labeled Non-Committed Costs, but the import hub and individual imported records still use Receipt Imports and Receipt.
For one subcontractor invoice PDF, users with AI Chat and financial write access can instead choose Skills → Import Invoice in Chat. The skill creates a Draft invoice and attaches the source PDF after matching the project, Commitment, Billing Period, and SOV lines. Review every amount and match before submitting the Draft. See Importing a subcontractor invoice with a Chat skill.
An upload is only the start of an import. Check the run status and open the created or updated record before considering the work complete. Archive old import runs only after confirming they are no longer needed for follow-up.
Imports are separate from QuickBooks and Sage sync. They create or update Constructable records from uploaded files rather than maintaining a live accounting link.