September’s updates are framed, wired, and locked in—bringing you stronger billing tools, sharper reporting, and smoother system connections. From catching SOV mismatches early to integration enhancements, plus Okta SSO for simpler logins, Siteline’s foundation just got a serious upgrade.🏗️
Check out what’s new 👇
Quick SOV Match: Instantly Compare SOV Data Across Systems
It’s easy for SOV data to drift between systems over time. With Quick SOV Match, Siteline automatically checks for discrepancies between your internal records and what’s in your ERP and GC portals. You’ll get a downloadable report that flags mismatches across:
Contract value
Net and gross billed amounts
Retention held
Total amount paid
To use: Heading to the Reporting tab, then the Export menu in the upper right, and finally, click Match Integration SOVs.
On the pop-up, click Create Report.
Once the check is complete, Siteline emails you a summary and Excel report so you can review and resolve any issues before they become payment blockers.
Managing Internal vs. External Billing Deadline Reminders
Siteline now separates internal and external billing deadlines in your email preferences, giving you more control over the reminders you receive.
Internal billing deadlines (e.g., your accounting team’s due dates) are turned on by default if you have them.
External billing deadlines (e.g., dates required by your GC or customer) are turned off by default, but you can enable them if you’d like to receive both.
Company Dropdown (in the upper right of Siteline) > Account Settings > Email heading.
If your company uses both internal and external deadlines, you’ll see separate toggles for:
Internal pay app deadlines & reminders (due to accounting)
External pay app deadlines & reminders (due to customer)
If your company only has external deadlines, you’ll continue to see the same external deadline reminders you’ve always received.
This update ensures you only get the reminders relevant to your workflow, while still giving you flexibility to enable both if needed.
Importing Contract Commitments from Vista
Please Note: This feature is available only for companies with the Vista ERP integration enabled.
Siteline now supports importing purchase orders and subcontracts from Vista into your project commitments.
How It Works
Open commitments
Go to the Commitments section and click Add New.
You’ll see two options: create a commitment manually, or import from Vista.
Vendor matching
When importing, Siteline checks whether the vendors on your commitments exist in your project.
If a vendor is missing, you’ll need to add them under Project Settings before the commitment can be imported.
Link to existing commitments
For vendors already set up, you can link imported commitments to ones that already exist in Siteline (e.g., a PO to a PO for the same vendor).
If no matching commitment exists, the import will create a new one.
Cost and Billing Support for Acumatica
For customers using the Acumatica ERP integration, Siteline now supports Cost data and Over/Underbilling. These additions give you a clearer, more accurate view of project performance directly in Siteline, without extra manual work. Click here to learn more about this integration.
Okta SSO Login Now Supported
Siteline now supports single sign-on (SSO) via Okta, making it easier and more secure for your team to access Siteline with the same credentials you use across your company. This means fewer passwords to manage, faster logins, and enterprise-grade security. Siteline also supports any SSO provider using SAML 2.0, so if your company uses a different system, we can support that too. Click here to learn about config details.