2022
Below are the notable chnages to the project's Invoicing tool in 2022.
Progress Claim Management: Bulk Editing & Grouping Options for billing (15/11/2022)
For participants in the Beta experience for subcontractor progress claims, Procore is pleased to announce new bulk editing and grouping options on the Schedule of Values (SOV). Updating progress claims can be time consuming, especially when working with SOVs. With this update, users can now group SOV line items as needed. We've also added the 'Work Completed This Period (%)' and 'Total Completed Stored to Date (%)' fields to the SOV's Edit panel. This lets users bulk bill by entering percent values and applying the update to any selected line items. To learn more, see Progress Claim Management: Bulk Editing & Grouping Options for Billing.
Renamed Columns in the Admin & Collaborator Views for Subcontractor Progress Claims (31/08/2022)
In response to popular feedback received from Procore's Progress Claim Management clients, Procore has renamed the Schedule of Values column headings in the Admin & Collaborator views of the modernised subcontractor progress claim experience. Columns headings now match the fields in the subcontractor progress claim PDF. This makes it easier for users to correlate the data they enter on screen and with the data appearing on the progress claim PDF. Note: This update does not change the column names in the legacy subcontractor progress claim experience. To learn more see this Feature Update.
Updated the Proposed Amount & Total Proposed Amount Columns (29/08/2022)
Procore has updated the 'Proposed Amount' column for users creating subcontractor progress claims. On a new progress claim, the 'Proposed Amount' column now calculates the sum of the values entered in the 'Work Progress' and 'New Materials' columns. Users can change the calculated value in the 'Proposed Amount' column when editing a subcontractor progress claim. In addition, the value calculated for the 'Total Proposed Amount' column header now shows the sum of the values in the 'Proposed Amount' columns. See Create a Subcontractor Progress Claim on Behalf of a Progress Claim Contact, Create a Subcontractor Progress Claim for the Release of Retention, and Submit a New Progress Claim as a Progress Claim Contact.
New fieldsets & Configurable Fieldsets for Subcontractor Invoicing (14/07/2022)
Procore has added the ability to create fieldsets in the Company level Admin tool for the Project level Invoicing tool. The new fieldsets function like other fieldsets in Procore. They can also be included in reports created with the Company and Project level Reports tools. To learn more see, Admin: Custom & Configurable Fieldsets for Subcontractor Invoicing.
Financial Management: New Admin & Collaborator Views for Subcontractor Progress Claims (23/03/2022)
On March 23, 2022, the redesigned subcontractor progress claim beta experience was turned ON in all project's using the Commitments and Invoicing tools. To give users time to preview the design changes, Procore is providing users with the option to switch between the beta and legacy experience until February 2023. After February 2023, the ability exit out of 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.
UPDATED THE BEHAVIOUR OF THE INVOICE # FIELD FOR SUBCONTRACTOR INVOICES (11/02/2022)
When creating or editing a subcontractor progress claim, users have the option to enter a value in the Progress Claim # field. Users can continue to leave this field blank. However, if you choose to enter a value in this field, Procore now requires the value to be unique to each progress claim on a commitment. To learn more, see Create a Subcontractor Progress Claim on Behalf of a Progress Claim Contact and Submit a New Progress Claim as a Progress Claim Contact.