General Ledger (GL) Integration

AIA billing applications post to the General Ledger for proper revenue recognition:

  1. Revenue Recognition:
    • When an AIA application is finalized, revenue is recognized.
    • GL entries are created based on the install items and their GL account mappings.
    • Revenue is posted in the period of the application.
  1. Account Mapping:
    • Install items should be mapped to appropriate GL revenue accounts.
    • Tax accounts are used for taxable items.
    • Retainage may be tracked in a separate GL account.
  1. Financial Reporting:
    • AIA billing appears in revenue reports.
    • Job profitability includes AIA billing amounts.
    • Retainage can be tracked and reported separately.