Platform Guide
For operators, project managers, and accounting partners
1What Aurex Is
Aurex is the operating layer around construction payments. It does not replace QuickBooks. It keeps the GC, PM, office admin, and accountant aligned on what has been awarded, what is blocked, what is ready to pay, and what is still waiting on paperwork.
In plain English: when you pick a vendor, Aurex should become the shared control panel for the rest of the job. It shows who needs to do the next step and keeps the project/accounting handoff from getting lost in email and memory.
2Where Things Live
| What | Where | Who Uses It |
|---|---|---|
| Project dashboard | aurex.construction | GC, PM, AP, office admin |
| Payments queue | Dashboard → Payments | AP, accountant, owner |
| Vendor readiness | Dashboard → Vendors | Office, GC, AP |
| Audit history | Dashboard → Audit Trail | Owner, GC, ops |
| Reference material | Docs / Guide in sidebar resources | Anyone with a login |
| Accounting system of record | Your normal QBO login | Accountant / AP |
3How a Payment Moves
You award a bid
Who: GC / PM
Pick the winning vendor in the dashboard and set the deposit percentage.
Aurex creates the handoff
Who: System
The job moves into the payment lifecycle and the accounting handoff is prepared for the selected project and vendor.
Deposit is handled
Who: AP / Accountant
The team completes the deposit-side accounting step and Aurex reflects that the job is now in progress.
Field confirms completion
Who: Super / PM
When the work is done on site, the PM or super clicks Confirm Work.
Invoice is recorded
Who: Office admin / AP
When the vendor invoice arrives, the team records it in Aurex so the item becomes ready for payment.
Payment is executed or handed off
Who: GC / AP
The team uses Execute Payment or follows the manual accounting path, depending on the configured workflow.
4What the Status Colors Mean
5What the Dashboard Is Best At Today
- Project control: seeing which awarded scopes are blocked, ready, or complete.
- AP coordination: knowing when invoices are missing and which jobs are ready to pay.
- Vendor setup: checking whether a vendor is synced and operationally ready.
- Auditability: understanding what changed, when, and by whom.
6What Still Depends on People
- Awarding the vendor is still a human decision.
- Confirming field completion still depends on PM or super judgment.
- Invoice accuracy still needs AP review.
- Accounting execution may still require QBO review or manual follow-up depending on the configured path.
- Vendor closeout still needs lien-waiver and paperwork discipline.
7How to Use the Interface
- Go to aurex.construction and sign in.
- Use Switch Project to move between houses.
- Use Dashboard for project-specific work.
- Use Payments when you want the queue across all projects.
- Use Vendors to clean up vendor readiness before work starts.
- Use Docs and Guide from the sidebar resources section when you need reference material. They open in a separate tab.
8Quick Reference
To find blocked payments
Open Payments and filter by lifecycle.
To move a project forward
Open the project dashboard and use the lifecycle action button.
To check vendor readiness
Open Vendors and look at readiness plus QBO sync.
To review what happened
Open Audit Trail for the event history.
To train a teammate
Send them this Guide or the deeper Docs page.
To keep context while reading
Open Docs or Guide from the sidebar resources section in a new tab.