Invoicing - Release Notes
Below are the notable changes to the project's Invoicing tool (also known as the Progress Billings tool in some accounts).
Recent Changes
Beta Commitment Progress Claim retention controls for progress claim management (10/12/2024)
A new ‘Subcontractor Default Progress Claim Type’ drop-down in Configure Settings: Invoicing allows ‘Admin’ users to determine what columns are billable on a progress claim–Work and Materials, and/or Retention. When sending invites to bill, ‘Admin’ users can now select what can be billed for on the progress claim created from that invite. Users can also set a default progress claim type for progress claims created by subcontractors who aren’t sent an invite. See Send an Invite to Bill to a Progress Claim Contact and Accept or Decline an Invite to Bill as a Progress Claim Contact.
Bill for Stored Materials on Unit Quantity Contracts (11/11/2024)
Procore is excited to announce the general availability of the Stored Materials on Unit Quantity Contract Progress Claims, allowing Procore Progress Claim Management users to bill for and track stored materials directly in Procore’s Unit/Quantity-based subcontractor and owner progress claims. These capabilities enhance efficiency and help teams ensure accurate billing. To learn more, see About Stored Materials on Progress Claims.
Beta Automated Movement of Stored Materials on Progress Claims (12/08/2024)
Procore implemented a configuration that, when enabled, automatically moves Stored Materials balances to the Work Completed from Previous Application column on the next progress claim created. This configuration applied to both Owner and Subcontractor Progress Claims. To access the new stored materials functionality, teams must join the Closed Beta program for Automated Movement of Stored Materials. For information, contact your Procore point of contact. To learn more, see About Stored Materials.
Beta Bill for stored materials on unit/quantity-based Contracts (15/08/2024)
Teams participating in the Owner Progress Claim and Subcontractor Progress Claim Beta programs can now bill for stored materials using the ‘Unit/Quantity-Based’ accounting method. Billing for stored materials on progress claims helps contractors recover costs and ensures accurate documentation by differentiating between installed and stored materials. To access the new stored materials functionality, teams must join the Closed Beta program for Unit/Quantity-Based contracts for each progress claim type. For information, contact your Procore point of contact. To learn how to use the functionality, see About Stored Materials on Progress Claims.
Include Procore Pay Lien Waivers in Subcontractor Progress Claim Backups (12/08/2024)
Procore has updated the Project level Invoicing tool for payors using Procore Pay. Now, when compiling a subcontractor progress claim backup, the system includes any first- and sub-tier lien waivers in the downloadable PDF backup file. This enhancement streamlines documentation, providing comprehensive proof of payment and supporting documents need to efficiently resolve non-payment disputes. See Compile Subcontractor Progress Claim Backups with the Invoicing Tool.
Improved File Names for Subcontractor Progress Claim Backup PDFs (12/08/2024)
Whenever a user compiles a subcontractor progress claim backup, Procore sends the user an email when the file is ready to download. Before this update, Procore always named the backup file "subcontractor_invoice_backup.pdf". To improve clarity and ease of identification, Procore now automatically appends the project name, project number, date and time of the compile in the file name. For an example, see Compile Subcontractor Progress Claim Backups with the Invoicing Tool.
Improved Sorting in Subcontractor Progress Claim Backup PDFs (06/08/2024)
When compiling subcontractor progress claim backups, Procore now sorts progress claims by 'Contract #' in ascending order. It also applies a secondary sort by 'Invoice Position' number. This improves the clarity and organisation of the progress claims included in the downloadable backup file. To learn more, see Compile Subcontractor Progress Claim Backups with the Invoicing Tool.
Variation Titles Now Display on Owner Progress Claim PDFs (25/07/2024)
Now, when you export owner progress claim PDFs, you will see the complete titles of your variations, not just the numbers, bringing clarity and ease to your invoicing process. Before exporting, simply apply the Head Contract Variation, Potential Variation, or Variation Request options to the Schedule of Values using the 'Select Groups to Display' menu for both the 'Industry Standard' and 'Custom Configuration' column views. To learn more, see Export Head Contract Progress Claim.
Improved Subtotals Display on Owner Progress Claim PDFs (22/07/2024)
To enhance the consistency and clarity of continuation sheets on exported owner progress claim PDFs, Procore updated group subtotals to appear at the bottom of each group, instead of at the top within the row group heading. Additionally, any extra groupings were also displayed at the bottom, aligning with industry expectations for a cleaner, more organised presentation. To learn how to export an owner progress claim, see Export Head Contract Progress Claim.
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.