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Search, Filter, and Group Invoices in the Progress Billings Tool

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 Limited Release
flag-us.png flag-canada.png The Progress Billings tool is only available to Procore customers in the United States and Canada who have implemented the Procore for Specialty Contractors point-of-view dictionary. To learn more, see (Limited Release) Owners & Specialty Contractors Point-of-View Dictionary Options. 

Objective

To search, filter, and group your project's subcontractor and GC/Client invoices in the project's Progress Billings tool.

Background

The Invoicing tool organizes your project's invoices on two tabs:

  • The Subcontractor tab lists all of your project's subcontractor invoices.
  • The GC/Client tab lists all of your project's GC/Client invoices. 

Both tabs allow you use to the search feature to locate specific invoices. You can also group your data and add filters to your results to narrow the number of items displayed on each tab. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Commitments tool.
       Notes
      • Access permissions to the Invoicing & Progress Billings tools are governed by the permissions set on the Commitments and/or Client Contracts, Funding, or Prime Contracts tool. Procore tool names vary, depending on the language or point-of-view dictionary configured in Procore. See What dictionaries and languages are available in the Procore web application?
      • If you are a collaborator (for example, an invoice contact employed by a company performing work on a project managed in Procore, your ability to perform invoice-related tasks is determined by the Procore company account holder. Settings that the account holder may choose to provide to you include:
        • A Procore User account.
        • Access permissions to the project's Commitments and/or Client Contracts, Funding, or Prime Contracts tool.
        • Membership on the 'Private' list of a specific contract or funding
        • Designated as an 'Invoice Contact' on the contract or funding.

Steps

Search for Invoices

  1. Navigate to the project's Progress Billings tool. 
  2. Click the Subcontractor or GC/Client tab.
    Note: The search function is not available on the Billing Periods tab.
  3. Enter your search terms in the Search box.
     Note

    Procore searches the following fields for matches:

    • For owner invoice: Invoice #, Contract #, Contractor and the Architect/Engineer.
    • For subcontractor invoice: Invoice #, Commitment #, Comment, and Contract Company.
  4. Click the magnifying glass or press ENTER to search through all of the line items on the selected tab. 

Add Groups and Filters to Invoices

  1. Navigate to the project's Progress Billings tool. 
  2. Click the Subcontractor or GC/Client tab.
  3. Click the Add Group drop-down list. Then select one of these options:
    • On the Subcontractor tab: Contract Company, Invoice Status, Payment Status, or Billing Period.
    • On the GC/Client tab: Client Contract, Invoice Status, or Payment Status. 
  4. Click the Add Filters drop-down list. Select one or more filters to apply: 
    • Contract Company
    • Billing Period
    • Invoice Status
    • Payment Status
    • Contract Type