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Procore Support (en-au)

How does Procore automatically complete amounts on an owner invoice?

Background

When creating an owner invoice, Procore saves time by automatically completing the data you see on the invoice by pulling data from other Procore tools. This includes:

  • Any owner invoice amounts for the selected billing period in the Approved and Pending Owner Approval status. 
  • Any direct cost amounts where the 'Date Received' is in the selected billing period and the direct cost is in the Approved status.
  • Any Commitment Variations (CCOs) in the Approved status that have amounts in a Head Contract Variation (HCV).

Answer

After you create an owner invoice, a confirmation message prompts you to decide if you want Procore to automatically complete the fields in the invoice the amounts entered in your project's CCOs, direct costs, and invoices.

prefill-owner-progress claim.png

When responding to this message, you have these choices:

 
 

  • Cancel. Closes the window.
  • No Thanks. Does NOT allow Procore to automatically the invoice. 
  • Yes. Allows Procore to automatically complete the amounts on the invoice. Procore includes only amounts for the current billing period. The invoice is designed to bill by 'Division' and 'Cost Code.' It also automatically includes data from the 'Work Complete' and 'Materials Presently Stored' columns.
     Tip

    To ensure Procore includes the dollar values that you intend, ensure that following items match the 'Division' or 'Cost Code' on the prime contract's line item;

    • The cost code and cost type on the owner progress claim should match the ones on the head contract.
    • The cost code and cost type on any direct cost line items should match the ones on the head contract.  
    When you click Yes on the confirmation message, the relevant progress claim PDFs and any progress claim and direct cost PDF attachments from the selected commitment billing period will combine into a single PDF file and automatically be attached to your new head contract progress claim under the Attachments field. 

How Procore Uses Your Data to Autofill the Progress Claim 

For Procore to properly complete an progress claim using the amounts from your subcontractor invoice and direct costs for a commitment's billing period, the following must be true:

For Direct Cost Amounts

  • Direct cost amounts must have a status of Approved.
  • The direct cost's 'Received Date' must fall within the commitment billing period 'Start Date' and 'End Date.'
  • Only direct costs from the project's Direct Costs tool will copy. 
     Important
    For customers using the ERP Integrations tools, keep in mind that Procore does NOT copy ERP Direct Costs to owner progress claims.

For Subcontractor Progress Claim Amounts

  • The subcontractor invoice must be associated with the selected commitment billing period.
  • The subcontractor invoice must have a status of ApprovedApproved as Noted, or Pending Owner Approval.
  • The subcontractor invoice should have at least one (1) line item.
  • The subcontractor invoice's line items must meet one of the following conditions: 
    • The cost code and cost type on the line item must match the cost code and type on either the subcontractor invoice and/or direct cost line item.
      OR
    • The cost code on the line item must be a member of the division. For example, let's assume there is a line item on an subcontractor invoice for cost code 03-300 and a separate line item for division 03. In this scenario, the amount on the line item for cost code 03-300 will be copied to the line item for division 03.
       Caution

      If a subcontractor progress claim has multiple line items on a subcontractor invoice and/or direct cost line item that shares the same cost code and cost type, it is important to keep in mind that Procore will duplicate the amount on BOTH line items in the owner progress claim, doubling the amount on the progress claim.  To avoid this behaviour, it is important to ensure that you have only one line item per cost code/cost type combination.  

  • If you choose to compile your subcontractor invoices backup (see Compile Subcontractor Progress Claim Backup), the compiled backup will be attached to your progress claim. The compiled progress claim backup will also include the DocuSign version of the PDFs if DocuSign is being used. 
  • Once the progress claim is created, there is currently no option to copy subcontractor invoices or direct costs at a later time for that same progress claim (other than manually entering in the amounts).

For Direct Costs and Subcontractor Progress Claim Amounts

  • Once the progress claim is created, there is currently no option to copy subcontractor invoices or direct costs at a later time for that same progress claim (other than manually entering in the amounts).
  • Both subcontractor invoices and direct costs amounts will copy only. If they are revised in the progress claim and direct cost after they are copied into the progress claim, the progress claim will not update with the revised amounts.
  • If a commitment accounting method is unit/quantity-based, only the value will copy over. Quantity will not be reflected in the owner invoice. See How do I set the accounting method for a commitment or prime contract?

Additional Information

  • CV billed amounts will automatically fill from the subcontractor invoice to the owner invoice if the line items have the following:
    • The HCV and its corresponding CV need to be on the same line item as the change event that the items were created for (projects must have change events enabled).
    • Line items have variations broken down by line item. Any project created on or after March 29, 2018 has the variations broken down by line item functionality enabled. 
  • When pre-filling data, the following data will be copied from the commitment progress claims (or direct costs) and entered into the Detail tab of your owner progress claim:
    • Amounts from the Work Completed (This Period) column on commitment progress claims and direct costs will be copied into your owner progress claim's Work Completed (This Period) column.
    • Amounts from the Materials Presently Stored column on commitment progress claims will be copied into your owner progress claim's Materials Presently Stored column.