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What should I know about invoicing in Portfolio Financials?

This information is intended for accounts with Portfolio Financials product in Procore. Please reach out to your Procore point of contact for more information. 

Invoicing FAQs

Progress Claims are added by the Owner Team or submitted by the Vendor Team on the Progress Claims tab of the Contract Room in Portfolio Financials.
Note: The Owner Team can also add non-contract progress claims if the 'Progress Claim Room' feature enabled is enabled for the account. See Add Non-Contract Progress Claims in Portfolio Financials.

Below are a few common questions related to invoicing in Portfolio Financials:

How do I review a progress claim that was submitted by a vendor?

Progress Claims are reviewed within the Progress Claims tab of the relevant Contract Room. See Approve or Reject an Progress Claim in Portfolio Financials for more information.

Why can't my vendor edit a rejected progress claim?

Progress Claims are editable only in a pending state. If you reject or approve a progress claim submitted by your vendor, they will not be able to edit it unless you change the status to Pending. To revert a progress claim back to a Pending status, see Undo the Rejection of a Progress Claim in Portfolio Financials.

Note: The user who submitted the progress claim must be the person to edit it once it has been put back into a pending state. You can confirm who added the progress claim under 'Progress Claim Created' in the 'Progress Claim Status' section. 

Why am I not receiving email notifications for progress claims?

If you are not receiving email notifications for new progress claims, you most likely have not been added to the Owner Team for the relevant Contract Room. Reach out to the Project Manager to request that they add you to the appropriate Contract Room team.

Note: If you are on the Project Team for a given project, you can add yourself or another member to the Contract Room to receive email notifications. See Add Owner Team Contacts to the Contract Room in Portfolio Financials.

See Also