Use your company's pay app form
Start from the built-in AIA-style form, or map your own Excel form once and reuse it.
WhereProject → Pay Apps → Template
Steps
- The built-in AIA-style form works with no setup.
- To use your own: upload the Excel form once. The template is analyzed, each field (application number, line items, totals) gets a proposed cell, and you review the mapping before saving it to the company library.
- Pick the template per project. Everyone in the company sees the library.
Good to know
- Review the mapping carefully the first time — yellow and red cells are the ones that were less certain.
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