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Procore Support (en-au)

Preview a Subcontractor Progress Claim

 Limited Release

On Friday, December 18, 2020 Procore began the first phase of a gradual rollout of the new collaborator view for the Project level Invoicing tool. For the initial phase, this feature will be released to a limited number of Procore customer accounts. Then, over the following several weeks, the feature will continue to be rolled out to additional Procore customers until the rollout process is complete. To learn more, see Financial Management: (Coming Soon!) New Collaborator View for the Invoicing Tool.

If you are an progress claim contact and looking for instructions for the previous version of subcontractor invoicing, please see Submit a New Progress Claim as an Progress Claim Contact and How do I bill for stored materials in Procore?

Important!  If you are a Procore customer who has purchased a custom workflow for invoicing (see Procore Custom Solutions),  your company account will NOT be receiving this update. This is because your project's Invoicing tool requires a customised approval path for processing your subcontractor progress claims. If you have any questions about invoicing and your custom workflow, please reach out to your company's Procore point of contact.  

Objective

To learn how to view the summary preview for a subcontractor progress claim

Background

After you create a new subcontractor progress claim, you can preview what it will look like in its final format by expanding the 'Summary Preview' container in the progress claim. 

Things to Consider

Steps

  1. Navigate to the project's Invoicing tool.
  2. Click the Subcontractor Progress Claim tab. 
  3. Locate the progress claim that you want to preview and click to open it. 
  4. Click the arrow next to 'Summary Preview' to expand the section. 
    This gives you a preview of what the progress claim will look like in its final format. 

    summary-preview.png

See Also

 

If you would like to learn more about Procore’s invoice management software and how it can help your business, please visit our construction invoice management software product page here.
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