AP Process Changes

Jonathan Cox • August 14, 2025

The transition to CMiC has uncovered some challenges to our AP processes for project and accounting teams. Over the past 90 days, we’ve been working through these challenges to improve the speed & efficiency of our process. See below for some highlights of these major changes & improvements.

 

New Commitment Policy for Purchases over $25K

As of August 1st, Project Accountants have been rejecting any invoices over $50,000 that lack a valid commitment. As of September 1st, this threshold will drop to $25,000. This means that commitments will be REQUIRED for all purchases over $25,000. This is a critical change aimed at enforcing procurement discipline and improving visibility over large expenditures. 

 

Workflow Adjustment for Invoices Less than $2,500

Invoices under $2,500 are now being routed to the PM only for approval and the Project Accountant is no longer part of the workflow. Approximately 70% of our invoices fall below this threshold, so this change is expected to significantly reduce the volume of approvals and streamline processing for small-dollar invoices. As a PM, please exercise extra discipline in the approval process since you are the last set of eyes on the invoice before it gets paid!

 

Ability to Change/Reassign Invoices

Users in operations have the ability to change the job number in the flysheet (header) in Image Manager within CMiC. This means less invoices should be returned to data entry and should result in a quicker turnaround on invoice processing and approval. Users in operations can also reassign invoices to others, rather than needing to reject them back to AP to be redirected. Additional training on this process is taking place in each of the business units. If you miss that training, please reach out to the Operational Finance Team (formerly Project Controls & Project Accounting) within your business unit for support.

 

Importance of Quality Rejection Notes

Users in operations will now be asked to categorize their rejections to clear up confusion and streamline the AP process. The three buckets in which you can categorize your rejection are DO NOT PAY, DATA ENTRY, and VENDOR ISSUE. Providing productive comments when rejecting invoices is extremely helpful in getting the invoice corrected or reassigned. If you have any questions regarding how to reject invoices or leave comments, please reach out to the Operational Finance Team (formerly Project Controls & Project Accounting) within your business unit for support.

Salesforce + CMiC Integration Details

By Jonathan Cox • August 14, 2025
This integration will share opportunity and account information between CMiC and Salesforce. Once an opportunity is created or updated in Salesforce, all relevant opportunity and account information will be automatically passed to CMiC. Updates to opportunities in CMiC will also be automatically passed to Salesforce. Once a job number is created in CMiC, it will be sent back to Salesforce automatically. It is important to note, however, that opportunities created in CMiC will not be passed to Salesforce, so all opportunities must be created in Salesforce . How the integration works: When an opportunity in Salesforce reaches the Proposal stage or beyond, its data is automatically synced to CMiC. Data from Salesforce to CMiC will be synced every 10 minutes at the :01 mark – ex: 11:01, 11:11, 11:21, etc. Data from CMiC to Salesforce will be synced every 5 minutes on the :00 & :05 marks – ex: 11:00, 11:05, 11:10, etc. The following fields will sync between the two systems: Salesforce ID (Links the opportunity across both systems) Organization / Business Partner Name Current Sales Stage Opportunity Financial Fields Key Dates Organizational Details (Department, Division, Office) Required Opportunity Fields Site Address Important Note: If an opportunity comes over from Salesforce to CMiC and the customer does not exist in CMiC as an Organization – then the customer will show as “New Organization”. If that is the case, then the customer either doesn't exist in CMiC or the Salesforce Account is not linked to an existing CMiC customer. First, search for the customer in the lookup for assigning the organizing. If the customer does not exist in that list, then the customer will need to be set up by Accounting. Please reach out to Sean Fleming for support. With questions or concerns regarding the integration between Salesforce and CMiC, you can reach out to your Operational Finance Team or submit a helpdesk ticket by emailing helpdesk@keeleycompanies.com

Solar 101: How It Works and Why It’s Worth It

By Jonathan Cox • June 25, 2025
The Future Is Built on Sustainable Design The construction industry is undergoing a transformation. As the global demand for renewable energy grows and infrastructure becomes more environmentally accountable, solar farms and sustainable construction are taking center stage. At Keeley, we’re not just keeping pace with the future—we’re helping build it. Solar 101: How It Works on a Larger Scale Solar farms, also known as photovoltaic (PV) power stations, use large-scale arrays of solar panels to generate electricity. Unlike rooftop systems, solar farms are designed for grid-level energy production, often covering acres of land with thousands of interconnected panels. Here’s how it works: Solar Panels: Mounted on ground-fixed or tracking systems, these capture solar energy efficiently across large areas. Inverters and Transformers: These convert the DC output from the panels into AC power suitable for grid transmission. Grid Integration: Power from solar farms is fed into utility grids or microgrids, providing energy to thousands of homes, industries, and facilities. Energy Storage Systems (ESS): Battery solutions allow excess energy to be stored and released when demand peaks or sunlight is low. Why It’s Worth the Investment Scalable Power Production: Solar farms can generate anywhere from a few megawatts to hundreds, supplying clean energy on a massive scale. Long-Term ROI: Though upfront costs can be high, operational expenses are minimal, with low maintenance and zero fuel costs. Regulatory and Tax Incentives: Governments continue to back utility-scale renewables with grants, incentives, and favorable zoning policies. Land Optimization: Underutilized or non-arable land can be repurposed for solar farms, creating economic value while preserving agricultural zones. Carbon Offset Benefits: Solar farms dramatically reduce emissions compared to traditional energy sources, aligning projects with ESG goals and climate commitments. The Future Is Built on Sustainable Civil Design Sustainable design isn’t limited to buildings—it’s revolutionizing civil construction , too. Whether it’s roads, bridges, or public infrastructure, sustainable practices are reshaping how we approach large-scale projects: Low-Carbon Materials: Incorporating recycled aggregates, low-emission concrete, and eco-asphalt into construction workflows. Stormwater Management: Designing with permeable pavements and green drainage systems to control runoff and improve water quality. Site Optimization: Minimizing land disruption and integrating renewable installations like solar or wind within transportation and industrial corridors. Energy Infrastructure Integration: Combining civil works with utility-scale solar installations to power public infrastructure directly from renewable sources. By embedding sustainability into every stage of the civil construction process, we not only meet evolving regulatory demands—we also help future-proof infrastructure for the next generation. The future of construction lies at the intersection of energy, infrastructure, and environmental responsibility . Check out Keeley’s Solar projects here: https://www.keeleyconstruction.com/projects/engie-solar-panel-farm https://www.keeleyconstruction.com/projects/7v-solar-ranch https://www.keeleyconstruction.com/projects/cofeen-solar-farm https://www.keeleyconstruction.com/projects/baldwin-solar-farm

Integrations Updates

By Jonathan Cox • June 13, 2025
Our User Experience, Accounting, People Operations, Project Controls, and CMiC teams continue to work hard to get the initial CMiC integrations across the finish line as quickly as possible. The integrations are incredibly complex, and the UX has battled through numerous challenges to get these integrations up and running. Please see below for some important updates regarding the integrations that are currently underway – including what those integrations will entail once complete. If you have specific questions regarding integrations or how they impact you, please reach out to the Project Controls team within your business unit. Concur Integration Live as of Friday 6/13 Good news – the Concur integration is officially up and running! Keeley’ns should be able to once again access to Concur to code & approve expenses. The integration between Concur and CMiC will ensure job numbers and cost codes in Concur match the information in CMiC for accurate coding. The integration runs nightly, so if a job, cost code, or category is set up, it will be available the next day. The Project Controls team will set up any cost codes that are missing on the appropriate jobs in CMiC. Please code and approve all expenses in Concur ASAP to help us in getting caught up from the extended dark period! Single Sign On (SSO) Anticipated Rollout June 19 As of next Thursday, June 19, we will be rolling out SSO to all CMiC users. This means that the login credentials you created to log into CMiC will be overridden by your Microsoft 365 SSO login (the same username & password as your other Keeley accounts). All users will receive an email the morning of the launch with further instructions for signing into CMiC using SSO. Salesforce Anticipated Rollout: Mid-June As some may know, the Salesforce integration was launched last week – but after experiencing some issues with data moving from CMiC into Salesforce, the integration was shut off until the issue is resolved. The Salesforce integration with CMiC will share opportunity information between the two systems – meaning an opportunity created in Salesforce will be shared to CMiC. It will also share job information (such as job number) that is updated in CMiC to Salesforce once a job is initiated. The current integration will NOT transfer opportunities that are created in CMiC into Salesforce. The preferred place to create opportunities is Salesforce, and any new opportunities that are created in CMiC will not appear in Salesforce. Stay tuned for any additional info you need to know regarding the Salesforce integration as it is (re)launched. UKG Anticipated Rollout: Mid-July The integration between UKG and CMiC is quite intense… Many functions being completed in UKG need to be automatically pushed into CMiC – employee creation, direct deposit updates, tax information, etc. This integration does just that! Currently, this information is being shared through manual data entry. This integration will be a major step forward for our Payroll, People Operations, and IT teams! Redlist Anticipated Rollout: Late June-Early July Redlist is used to track equipment information as well as time entry for the Fleet team to charge time to trucks and equipment. The integration between CMiC and Redlist will ensure that all job information is correct in Redlist, and that all equipment information is correct in CMiC. It will also automatically share the time entry data from Redlist to CMiC for Payroll processing. Fieldpoint Anticipated Rollout: Mid-Late June The Paving group uses Fieldpoint for work order management and time entry within the national/maintenance teams. This integration will push time entry data from Fieldpoint into CMiC as well as employee data from CMiC into Fieldpoint. It will also send work order information from Fieldpoint to create jobs in CMiC. The only remaining piece of this integration that is not yet complete is the automatic transfer of time entry data from Fieldpoint into CMiC – which is expected mid-late June.