Financial Management: New Admin & Collaborator Views for Subcontractor Invoicing
This announcement represents a single point in time. Future releases may impact the information below.
Beta Announced: 8/16/2021 | Beta Updated: 11/4/2021
Phased Release Announced: 3/21/2022 | Phased Release Started: 3/23/2022
Announcement Updated: 11/15/2022 | Announcement Updated: 10/9/2023
Financial Management: New Admin & Collaborator Views for Subcontractor Invoicing
Announcement Updated 10/9/2023
The option to switch between the beta and legacy subcontractor invoice experience is being extended. The legacy experience was not sunsetted in September 2023 and a revised date for sunsetting the legacy experience will be announced in the future.Announcement updated 1/26/2023
FINANCIAL MANAGEMENT: Extended The Legacy Subcontractor Invoice Experience Date (01/26/2023)
The option to switch between the beta and legacy subcontractor invoice experience has been extended to September 2023. The previously announced end date for using the legacy experience was February 2023. Now, in September 2023, the ability to exit the beta experience will be removed and the legacy experience will no longer be available in Procore.
How to Switch Between the Beta & Legacy Experience (Legacy Experience Available Until September 2023)
To exit the beta experience, click the Exit Beta button in the blue banner at the top of a subcontractor invoice shown below.
To enable the beta experience, click the Enable Subcontractor Invoice Beta button shown below.
Feature Updated 11/15/2022
Invoice Management: Bulk Billing & Grouping Options
Procore is pleased to announce new bulk billing and grouping options for the Schedule of Values. To learn more about these features, see Invoice Management: Bulk Billing & Grouping Options.
FEATURE UPDATED 08/31/2022
RENAMED COLUMNS IN THE ADMIN & COLLABORATOR VIEWS FOR SUBCONTRACTOR INVOICES
In response to popular feedback received from Procore's Invoice Management clients, Procore has renamed the Schedule of Values column headings in the Admin & Collaborator views of the modernized subcontractor invoice experience. Columns headings now match the fields in the subcontractor invoice PDF (see Export a Subcontractor Invoice). This makes it easier for users to correlate the data they enter on screen and with the data appearing on the invoice PDF. Note: This update does not change the column names in the legacy subcontractor invoice experience. To learn more about the columns in each view, see:
- To create an invoice using the Admin view. See Create a Subcontractor Invoice on Behalf of an Invoice Contact.
- To create an invoice using the Collaborator view, see Submit a New Invoice as an Invoice Contact.
The table below summarizes the column name changes:
| Previous Column Name | Updated Column Name |
|---|---|
| Line No. | Item Number |
| Budget Code | - |
| Description of Work | - |
| Value | Scheduled Value |
| Previous Progress | Work Completed from Previous Application (%) |
| Previous Value | Work Completed from Previous Application ($) |
| Work Progress | Work Completed this Period |
| New Materials | New Materials Stored |
| Materials Stored | Previous Materials Stored |
| - | Materials Presently Stored |
| Total Completed & Stored to Date | Total Completed & Stored to Date ($) |
| Total Progress % | Total Completed & Stored to Date (%) |
| Balance to Finish | - |
| Work Retainage | Work Retainage This Period ($) |
| Work Retainge % | Work Retainage This Period (%) |
Feature Released 03/23/2022
On March 23, 2022, the redesigned subcontractor invoice beta experience will be turned ON in all project's using the Commitments and Invoicing tools. To give you time to preview the design changes, Procore is providing users with the option to switch between the beta and legacy experience until February 2023. After February 2023, the ability to exit the beta experience will be removed and the legacy experience will no longer be available in Procore.
How to Switch Between the Beta & Legacy Experience (Legacy Experience Available Until Feburary 2023)
To exit the beta experience, click the Exit Beta button in the blue banner at the top of a subcontractor invoice shown below.
To enable the beta experience, click the Enable Subcontractor Invoice Beta button shown below.
Key Features
Features provided with the redesigned subcontractor invoice experience include:
- Modernized Subcontractor Invoice for Invoice Administrators
- New Collaborator Subcontractor Invoice Experience
Modernized Subcontractor Invoice for Invoice Administrators
Procore's new Admin view provides your company's invoice administrators with a modernized experience for creating, reviewing, and approving inbound invoices.
Learn More
To learn more about the new admin experience, see Financial Management: New Admin View for Subcontractor Invoices.
Example
The image below shows you the new form that invoice administrators can use to create a subcontractor invoice.
New Collaborator Subcontractor Invoice Experience
Procore's new Collaborator View centralizes invoice submission and decreased data entry with increased adoption by your collaborators via a fresh & intuitive invoice submission experience. This new view simplifies the invoice creation experience for the designated invoice contacts of your collaborating contractors, who you can invite to submit their own invoices.
Learn More
To learn more about the new collaborator experience, see Financial Management: New Collaborator View for the Invoicing Tool.
Example
The image below shows you the invoice page designed specifically for collaborators.
