Accounts Payable Review for Roofing
The Accounts Payable Review workflow provides roofing contractors with a structured system for managing vendor invoices and expenses. It covers verifying purchase orders, confirming deliveries, matching receipts, and securing approvals. Managers review invoices for accuracy and schedule payments to maintain strong supplier relationships. By following this workflow, roofing companies reduce disputes, improve efficiency, and protect profitability. Clients benefit from projects supported by reliable vendors and timely material deliveries. Teams gain accountability with transparent financial oversight. With this workflow in place, roofing contractors can strengthen professionalism, improve financial management, and deliver projects more reliably with fewer payment errors.
Collect incoming invoices from vendors, subs, and service providers
Verify that each invoice includes required details (PO, job name, dates, scope)
Match invoice to purchase order, delivery ticket, or contract
Check pricing, quantities, and terms against original agreement
Flag any discrepancies for clarification or dispute resolution
Confirm that the billed work or materials have been received and approved onsite
Assign cost codes and project numbers for job costing
Route invoice to project manager or designated approver for sign-off
Enter approved invoices into accounting or ERP system
Schedule payments based on due dates, cash flow, and vendor terms
Issue payment via check, ACH, or other method
Record payment details and update vendor balances
File digital or physical copies of invoices and approvals for audit trail
Reconcile AP ledger and review outstanding payables regularly
👈 Use this SOP template inside Subtrak
Edit with AI. Customize in seconds. Store and share all your SOPs and checklists in one place.