Updated Receipt Workflow for Three‑Way Matching
We’ve improved how purchase order receipts are reviewed, posted, and synced to your accounting system so your job costing and inventory stay accurate and easier to audit.
Clearer, safer posting flow: Posting a receipt now finalizes it inside BuildOps and locks it from further edits, preventing accidental changes to documents that should be closed.
Separate “Post” vs. “Export” steps: After a receipt is posted, you’ll see a separate Export Receipt action to send it to your accounting system. This makes it easier to tell whether a receipt is finalized in BuildOps vs. successfully exported.
Better status tracking: Receipt status (Draft, Posted, Exported, Closed, Void, etc.) and accounting sync status (Not Synced, Syncing, Synced, Failed) are tracked separately, so AP teams can quickly see which receipts are ready, which synced correctly, and which need attention.
Void instead of edit: If a posted or exported receipt needs to be corrected, you can now void it and recreate it, keeping a clean audit trail instead of editing documents that have already been sent to accounting.
This new workflow is being rolled out for all customers using Three‑Way Matching on purchase orders. Please reach out to BuildOps Customer Support if you have questions.
Lists & Tasks on Web
BuildOps now includes a native Lists module inside Projects on web, purpose‑built for managing punch items, inspection checklists, safety reviews, and any operational task list your team needs.
From the web, you can:
Use the Lists tab inside a project to build structured lists for punch items, QA/QC, safety, and more.
Create, assign, complete, reject, and approve tasks with required resolution notes for clear accountability.
Work in Grid View for detailed filtering and sorting, or Kanban View for visual status tracking.
Import task lists from Excel using a template to get started quickly.
Export lists to Excel to share with GCs, owners, inspectors, and other external stakeholders.
Keep web and mobile in sync so field teams always see the latest tasks.
Learn More
If you want detailed, step‑by‑step instructions (including how to use the Lists tab on web and manage tasks across Grid and Kanban views), please see the feature documentation: Project Lists & Tasks on Web
This feature is currently available in Early Access. If you’d like to get this enabled, please contact your Customer Success Manager.
Create Lists/Tasks from Drawings on Web
You can now link project tasks directly to drawing annotations on web, so your punch items and field work are tied to the exact location on the plan where the issue exists.
From the drawing viewer on web, you can:
See all task references overlaid on a drawing using the updated Reference Sidebar, which now includes both RFIs and Tasks tabs.
Associate an annotation to an existing task or create a new task on the fly using the Task Association modal.
Jump from a task in the Lists page to the exact drawing and annotation it’s linked to using the new Drawing References section in Task Details.
Remove task–drawing references from either side (drawing or task) without deleting the underlying task or annotation.
All changes stay in sync with the existing Lists and Tasks on Web experience and with the mobile app, so field and office teams are always working from the same source of truth.
Learn More
For detailed instructions (including how to use the Reference Sidebar, associate annotations, and navigate between tasks and drawings), please see the feature documentation: Create Lists/Tasks from Drawings on Web.
This feature is currently available in Early Access. If you’d like to get this enabled, please contact your Customer Success Manager.