Built Client Success Office Hours - Mastering Activity Tracking in Built: Tips, Tools, and Best Practices

Join the Client Success team for a deep dive into activity tracking in Built. This session will walk through key tools and workflows for managing transactions, fees, and disbursements across your projects. Whether you’re posting principal and interest payments, tracking inspection fees, or handling corrective draws, you’ll gain practical tips to streamline your processes and leverage Built’s reporting tools more effectively.

What You’ll Learn:

• Draw Actions: How to correct a previous draw, and link and track inspection fees directly within Built.
• Posting Payments with Confidence: Guidance on accurately logging principal and interest payments in Built to minimize discrepancies to your Core system.
• Disbursement and Transaction Tracking: Best practices for managing multiple disbursement methods and using the 1099 and Transactions reports for clear, actionable insights.