Which fields in the Invoicing or Progress Billings tools can be configured as required, optional or hidden?
Background
Certain fields in the Invoicing (or Progress Billings 1) tool can be configured as required, optional or hidden. For example, if you want to make a field required or hide a section that is not relevant to you and your team, you can configure these preferences in the Company level Admin tool and then apply them to one or more projects. See Create New Configurable Fieldsets.
In the table below:
- A GREEN checkmark
indicates the field can be configured to this setting. - A RED 'x'
indicates the field cannot be configured to this setting. - A field name in GREY italics indicates the field cannot be configured from its default setting.
1 The Progress Billings tool is only available to Procore users in the United States who have implemented the Procore for Speciality Contractors point-of-view dictionary. See What tool names and terms are different in Procore for head contractors, owners and speciality contractors?
Answer
The table below details the settings that are supported by the configurable fieldsets function in the project's Invoicing (or Progress Billings) tool.
| Field Name | Required | Optional | Hidden |
|---|---|---|---|
| Attachments | |
|
|
| Billing Date | |
|
|
| Billing Period | |
|
|
| Progress Claim # 1 | |
|
|
| Overall Comments | |
|
|
| Payment Date | |
|
|
| Period End | |
|
|
| Period Start | |
|
|
| Status | |
|
|
| Submitted Date | |
|
|
1 If your company has implemented the Procore for Speciality Contractors point-of-view dictionary, the 'Invoice #' field is labelled 'Progress Billing #'. See What tool names and terms are different in Procore for head contractors, owners and speciality contractors?