Payments

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Smetter lets you track all company income and expenses not only construction-related transactions, but also office expenses, advertising, financial transactions, and more. These features are available in the “Payments” section (Business plan required).

The “Payments” section lists all financial transactions and lets you filter and search them.
Use the “Incoming”, “Outgoing”, and “Transfer” buttons to record incoming payments, outgoing payments, or transfers between accounts.
Click “Accounts and Financial Lines” to configure financial tracking for your company.
Access to the “Payments” section is controlled through employee access settings. Financiers have full access, while management users have read-only access.
Other employees can only see their own Payment Requests and Petty Cash.
When adding a payment, enter its details, including the Expense Line, Project, and Work Package if the payment is related to construction.
  • The “Payments” section lists all financial transactions and lets you filter and search them (1);
  • To record incoming payments, outgoing payments, or transfers between accounts, use the corresponding buttons (2). Payments created from procurement and site requests, as well as Petty Cash payments, are generated automatically;
  • When adding a payment, enter its details, including the Expense Line, Project, and Work Package if the payment is related to construction. This is important for reporting and for tracking costs by Project and type of activity (3);
  • IMPORTANT: To ensure documents are generated correctly, assign Client payments to “Payment from Clients”, payments to Subcontractors to “Workforce payments”, and payments to suppliers to “Supplier payments” (3);
  • Click “Accounts and Financial Lines” to configure financial tracking for your company (4). You can set up income and expense lines for payments that are not related to Projects;
  • Access to the “Payments” section is controlled through employee access settings. Finance manager have full access, p`roject managers users have read-only access, and other employees can only see their own Payment Requests and Petty Cash (5 and 6).

Result: convenient payment tracking, less time spent entering data, automatic data transfer from other Smetter sections, and easy allocation of costs across Projects and Work Packages.

Setting Up Accounts and Financial Lines >