You do not need to learn every part of inBuild at once. Choose the path that matches the work you perform, then return to the other topics when your responsibilities expand.

Start with your responsibilities

Choose the description that best matches your day-to-day work:

Many users have more than one responsibility. Complete your primary path first, then add the lessons from any secondary path you need.

Manager learning path

Follow this path if you manage documents in the Inbox. Processors commonly review invoices, commitments, direct QuickBooks bills, or transaction receipts.

Learn these topics in order

1. The document lifecycle. Understand how work moves from receipt and AI analysis through review, approval, synchronization, and tracking.

2. Learn the Inbox. Practice opening documents, searching, filtering, using presets, and reviewing Details and Activity.

1. Review a document. Verify its type, vendor, project, number, date, amount, and assignee.

2. Review line items. Correct descriptions, amounts, project coding, accounts, and other required values.

3. Resolve validation issues. Learn what highlighted fields and submission messages require.

4. Submit and track the result. Follow the document into the Outbox and verify its destination record.

5. Handle exceptions. Learn how to correct failed analysis, disputed reviews, duplicate documents, and synchronization errors.

Then specialize by workflow

• Procore invoices: Learn Direct Costs, Subcontractor Invoices, commitments, billing periods, and cost coding.

• Commitments: Learn Purchase Orders, Work Orders, contract details, and commitment line items.

• Direct QuickBooks bills: Learn QBO or QBD vendors, accounts or products/services, payment accounts, and accounting approvals.

• Transactions and receipts: Learn transaction filters, receipt linking, matching, and missing-receipt workflows.

Reviewer learning path

Follow this path if you approve or dispute documents. A reviewer may have limited editing access and still be responsible for an approval decision.

Learn these topics in order

1. Understand the document being reviewed. Learn how to read its source document, details, line items, and connected project or accounting information.

2. Understand the approval workflow. Learn how sequential tiers and ANY or ALL reviewer requirements control progress.

3. Review your assigned work. Find documents waiting for your decision and confirm the amount, vendor, project, coding, and supporting document.

4. Approve a document. Submit your approval when the document is accurate and complete.

5. Dispute a document. Add a clear reason when a correction or clarification is required.

6. Track the decision. Use Activity to review approval events, notes, mentions, and later changes.

Administrator learning path

Follow this path if you are responsible for launching, configuring, or governing your company’s inBuild workspace.

Learn these topics in order

1. Understand every enabled workflow. Identify whether your company uses Procore invoices, commitments, QuickBooks Online, QuickBooks Desktop, cards and accounts, or a combination.

2. Complete company onboarding. Install inBuild in Procore and choose the document types your company will process.

3. Connect document intake. Configure the shared email account and verify that expected documents reach inBuild.

4. Manage members and access. Assign company roles, workflow-specific access, and All Mail Access when required.

5. Configure processing defaults. Review invoice, commitment, document, line-item, AI, and active-project settings.

6. Configure approvals. Build the required invoice or accounting approval tiers and test reviewer resolution.

7. Connect accounting. Complete the QBO or QBD setup and verify vendor, project, line-item, account, and payment mappings.

8. Run a complete test. Process a representative document from intake through final synchronization and verify it in every destination.

9. Monitor and improve. Use reporting, activity history, failed-sync views, and team feedback to maintain the workflow.

Administrative responsibilities to revisit

• Member roles and workflow-specific access.

• Active projects, vendor data, commitments, and accounting mappings.

• Approval rules and reviewer availability.

• Disconnected email, accounting, card, or bank integrations.

• Failed synchronization and reconciliation results.

• Notification, AI, and document-processing settings.

Viewer and reporting learning path

Follow this path if you mainly monitor work, search records, or use reporting.

1. Learn the main navigation. Understand the purpose of the Inbox, Outbox, Archive, and any reporting pages available to you.

2. Search and filter. Learn how to find documents by vendor, project, assignee, date, document type, and status.

3. Read document history. Use Details and Activity to understand current values and prior actions.

4. Use reporting. Learn the purpose, filters, date basis, and exports for each report available to your role.

5. Know the access boundary. Contact an administrator when a required page or action is unavailable.

Understand access in inBuild

inBuild uses several layers of access. Your effective permissions can depend on all of them.

Frequently Asked Questions