How to log a variation order for billing
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Ashwell Mercer Interiors · How to log a variation order for billing
Craig Ashwell asked how to record a signed variation order for finance to invoice. Kate explained to add it to the project record, flag it as a variation, and it will sync automatically to the brain for reporting.
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As at Fri 9 Oct 2026Craig Ashwell asked how to record a signed variation order for finance to invoice. Kate explained to add it to the project record, flag it as a variation, and it will sync automatically to the brain for reporting.
Problem: Craig needed guidance on the workflow for variation orders in the project system. Handling: Kate explained clearly: add to project record, flag as variation, sync automatically to brain, then query the brain for reporting.
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Updated 9 Oct 26Prioritylow
Statusclosed
Categoryhow_to
Channelemail
First response (min)128
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created · Craig Ashwell 26 Jan 2026 13:23Hi, we've finished the additional works on a project and the client has signed off the variation order. But I'm not sure how to get it into the system so finance can invoice for it. Which system should I be using, the project system or somewhere else? Craig- Public reply · Kate Ormerod 26 Jan 2026 15:31Hi Craig, good question. Variations go into the project system, just add them to the project record and make sure they're flagged as variations. They'll sync through to the brain automatically, and then finance can pull them into invoices. If you want to check how your variations are coming through on a report, just ask the brain to show you the project's total variations. Let me know if that covers what you need. Thanks, Kate
- Status change · 22 Feb 2026 23:59
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