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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 | Feature Updated: 11/15/2022


Financial Management: New Admin & Collaborator Views for Subcontractor Invoicing

 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: 


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 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