Invoicing - Release Notes

Beta Prefill Owner Progress Claim Retention Amounts on Head Contract Progress Claim (16/07/2024)

For users participating in the Owner Progress Claim Beta program, you can now automatically populate retention amounts from subcontractor progress claims. The owner progress claim prefill feature reduces manual entry and ensures accurate entry of held and released retention amounts. To learn more, see How does Procore automatically complete amounts on an owner progress claim? (Beta) and Create Head Contract Progress Claim (Beta).

Updated Export > PDF with Attachments Option for Subcontractor Progress Claims (24/05/2024)

Procore has updated the Export > PDF with Attachments menu option to download the compiled PDF file with attachments directly to your computer. Before the update, Procore send the PDF to you by email when the progress claim and attachments were ready. To learn more, see Export a Subcontractor Progress Claim.

IMPROVED ROW GROUPS ON OWNER INVOICE SCHEDULE OF VALUES (24/05/2024)

When you create a new owner progress claim, the row groups on the new progress claim's Schedule of Values now mirror the user's most recent groupings from the previous progress claim. This consistency makes data entry easier, especially when users create new progress claims for progress payments. To learn how to create a progress claim, see Create Head Contract Progress Claim. 

Customise OWNER INVOICE NUMBERING System ON MODERNISED EXPERIENCE (20/05/2024)

For users on the modernised owner progress claim experience, Procore has updated its progress claim numbering system. Users can now create a customised numbering scheme that automatically increments to the next number in the sequence when creating future progress claims. To learn more, see Can I customise the numbering system for financial objects in Procore?

Budget Changes on Owner Invoicing (13/05/2024)

Budget Changes is now available on owner invoicing. The highly-anticipated feature allows clients to directly include approved budget changes in head contract progress claim, improving transparency with the use of contingency funds. Users can simplify their billing process and reduce the need for separate Head Contract Variations. This feature is only available for clients that are opted into the Modernised Owner Progress Claim Experience and are migrated to the new Budget Changes tool. To learn more, see About Budget Changes on Head Contract Progress Claim.

When modifying a cell in the Schedule of Values table, users can now input content and easily move to the next cell after completing updates. 

Head Contract Progress Claim added to Workflows Open Beta (13/03/2024)

Head Contract Progress Claim has been added to the list of tools supported by the self-serve workflows open beta. See Best Practices for Creating an Owner Progress Claim Workflow.

FINANCIAL MANAGEMENT: NEW WARNING BANNER ON SUBCONTRACTOR INVOICES WHEN RETENTION IS RELEASED (24/04/2023)

Subcontractor progress claims have a new warning banner that will appear when retention is released. The banner will appear from the Schedule of Values (SOV) card once retention amount is entered and released. See Set or Release Retention on a Subcontractor Progress Claim.

FINANCIAL MANAGEMENT: Extended The Legacy Subcontractor Progress Claim Experience Date (26/01/2023) 

The option to switch between the beta and legacy subcontractor progress claim experience has been extended to September 2023. The previously announced end date for using the legacy experience was February 2023. Now, in September 2023, the ability to exit 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.