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What are Uncategorized Invoices in Portfolio Financials?

 Note
The information in this FAQ applies to Procore accounts with the Portfolio Financials product. Reach out to your Procore point of contact for more information. 

Answer

For Portfolio Financials accounts using accounting integrations, an Uncategorized Invoices section can be found under the Cost Tracker on the Project Page.

An invoice will appear in this section if it is imported for a given job code but there is no contract set up for a vendor with a vendor code that matches the one on the invoice in question.

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In addition, if a vendor has been awarded multiple contracts for a given project, invoices for that vendor will be placed into the Uncategorized Invoices section of the Cost Tracker so that a member of the project team can assign it to the appropriate contract.

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Uncategorized invoices are included in the overall paid to date calculation for the project, but can be moved to the appropriate cost item using the vertical ellipsis  icon across from the invoice.

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The modal below is where you can select the cost item. The invoice will then be accessible from the Invoices tab of that contract room in the Accounting Invoices section.

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