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Procore

Release Notes for 2024-03-04

See Procore's Release Notes for:

iOS | Android | API | Imports | Extracts | Drive | VDC Plugin | Documents Plugin | Data Extract


Below are notable changes for the Procore web application for the week ending Friday, March 1, 2024.

Financial Management

ERP Integrations

Grant Accounting approver Privileges

Accounting approvers who also have Admin level permissions on the Company level Directory tool can now grant accounting approver privileges to other users by editing a user's Company level Directory record. This feature is automatically available in ERP-integrated company accounts, and does not require additional steps to enable. To learn more, see Grant Accounting Approver Privileges.

Payments

New Option to Enable Procore Pay on All Projects

Procore has updated the Project Controls page in the Company level Payments tool to allow Payment Admins to enable Procore Pay on all new Procore projects by default. Any changes to this setting are logged in the Change History under the Payment Processing tab. To learn more, see Enable or Disable Procore Pay on Your Projects.

New Approve Beneficiary Bank Accounts Email Notification

When a payee completes Procore Pay onboarding, Procore Pay now sends an email notification to the payor’s Payments Admins and Payments Beneficiary Approvers to notify them that one (1) or more beneficiary accounts are awaiting review and approval. The email is distributed twice a week on Mondays and Thurdays. To learn more, see When does Procore Pay send email notifications? and Approve a Beneficiary Bank Account as a Payor.


Workforce Management

Workforce Planning

View Synced People and Projects

On the People and Project List, you can now add a column to see what people and projects are synced to Procore. The 'Linked to Project Directory' or 'Linked to Procore Project' are visible when configuring your column view for those pages. See View the People List and Configure View for the Projects List


App Marketplace

Visit the Procore App Marketplace: https://marketplace.procore.com/