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Procore

Release Notes

 Below are the notable changes to the project's Invoicing tool.

Recent Changes

Invoice Management: Bulk Editing & Grouping Options for billing (11/15/2022)

For participants in the Beta experience for subcontractor invoices, Procore is pleased to announce new bulk editing and grouping options on the Schedule of Values (SOV). Updating invoices can be time consuming, especially when working with SOVs. With this update, users can now group SOV line items as needed. We've also added the 'Work Completed This Period (%)' and 'Total Completed Stored to Date (%)' fields to the SOV's Edit panel. This lets users bulk bill by entering percent values and applying the update to any selected line items. To learn more, see Invoice Management: Bulk Editing & Grouping Options for Billing.

Renamed Columns in the Admin & Collaborator Views for Subcontractor Invoices (08/31/2022) 

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. 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 see this Feature Update

Updated the Proposed Amount & Total Proposed Amount Columns (08/29/2022)

Procore has updated the 'Proposed Amount' column for users creating subcontractor invoices. On a new invoice, the 'Proposed Amount' column now calculates the sum of the values entered in the 'Work Progress' and 'New Materials' columns. Users can change the calculated value in the 'Proposed Amount' column when editing a subcontractor invoice. In addition, the value calculated for the 'Total Proposed Amount' column header now shows the sum of the values in the 'Proposed Amount' columns. See Create a Subcontractor Invoice on Behalf of an Invoice ContactCreate a Subcontractor Invoice for the Release of Retainage, and Submit a New Invoice as an Invoice Contact.

New Custom Fields & Configurable Fieldsets for Subcontractor Invoicing (07/14/2022)

Procore has added the ability to create custom fields in the Company level Admin tool for the Project level Invoicing tool. The new custom fields function like other custom fields in Procore. They can also be included in reports created with the Company and Project level Reports tools. To learn more see, Admin: Custom & Configurable Fieldsets for Subcontractor Invoicing.

Financial Management: New Admin & Collaborator Views for Subcontractor Invoices (03/23/2022)

On March 23, 2022, the redesigned subcontractor invoice beta experience was turned ON in all project's using the Commitments and Invoicing tools. To give users 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 exit out of the beta experience will be removed and the legacy experience will no longer be available in Procore. To learn more about each experience, see Financial Management: New Admin & Collaborator Views for Subcontractor Invoicing.

UPDATED THE BEHAVIOR OF THE INVOICE # FIELD FOR SUBCONTRACTOR INVOICES (02/11/2022) 

When creating or editing a subcontractor invoice, users have the option to enter a value in the Invoice # field. Users can continue to leave this field blank. However, if you choose to enter a value in this field, Procore now requires the value to be unique to each invoice on a commitment. To learn more, see Create a Subcontractor Invoice on Behalf of an Invoice Contact and Submit a New Invoice as an Invoice Contact

Previous Changes