This month’s updates are all about cleaner workflows and less manual cleanup: from auto-closing small balances to sharper report exports and more flexible pay app due dates. Plus, don’t miss a first look at the new Collections + Customers experience coming later this month.
Missed last month’s Insider? Catch up here.
Check out what’s new 👇
✨Auto-Close Small Remaining Balances✨
Tiny underpayments no longer need to create extra cleanup work. You can now set a company threshold so when a pay app is marked as paid, Siteline automatically closes small remaining balances within that amount. This keeps A/R cleaner without the manual follow-up.
✨Report Builder Just Got Better✨
Report Builder now gives you more control over what you export and how it’s organized. Filter by project, group results by customer, PM, project type, office, or submit method, and get subtotals built right into Excel—no extra cleanup required.
✨Pay App Due Dates Just Got More Flexible✨
You can now set End of month as a pay app due date, both company-wide and at the project level. This makes it easier to set deadlines that match real billing requirements without forcing teams into a 1st–28th date workaround.
✨Webinar: Meet the New Collections + Customers Experience✨
Something big is coming to Siteline later this month. Join us July 28 for a 30-minute walkthrough of the new Collections and Customers experience, including smarter follow-up workflows, customizable automated emails, centralized GC relationship management, and how to stay ahead when payment slows down.