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Procore

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
Feature Release Announced: 3/21/2022 | Feature Released: 3/23/2022


Financial Management: New Admin & Collaborator Views for Subcontractor Invoicing

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 out of 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 February 2023)

To exit the beta experience, click the Exit Beta button in the blue banner at the top of a subcontractor invoice shown below.

invoice-contract-exit-beta.png

To enable the beta experience, click the Enable Subcontractor Invoice Beta button shown below.

invoice-enable-sub-invoice-beta.png

Key Features

Features provided with the redesigned subcontractor invoice experience include:

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. 

sub-invoice-new-invoice-for-page.png

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. 

new-invoice-collaborator-view.png