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Procore

Post a Receipt

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 In Beta

This feature is currently in beta for Procore customers.

New content will be available on this page soon.

Objective

To post a receipt for materials that were received for your project.

Background

Imported materials and materials listed in approved orders from the Commitments tool appear in the Materials tool. From the Materials tool, you can create receipts to track the materials you have received. After all materials have been received, post the receipt to indicate that receiving is complete.

For companies with Procore Financials, a draft progress claim is automatically created in Procore's Invoicing tool after you post the receipt.

Things to Consider

Prerequisites

Steps

  1. Navigate to the project's Materials tool.
  2. Click the Control tab.
  3. Click the Receipts sub tab.
  4. Click the receipt number.
  5. Locate the 'Document Status'.
    materials-status.png
  6. Click Not Posted and select one of the following options:
    • Select Post to add the materials to your inventory. In the future, you can issue materials for handover.
    • Select Post > Direct Handover to Person to automatically issue and handover the materials.​​​​​​
    • Select Post > Direct Handover to Project to automatically issue and handover the materials.​​​​​​
 Tip

If you have an open billing period, a draft subcontractor progress claim is automatically created in Procore's Invoicing tool after the receipt is posted. However, if a billing period is not open at the time the receipt is posted, a draft progress claim will not be created, even if a billing period is opened at a later date.

Procore recommends that you do NOT manually create progress claims for materials, as it will create a duplicate. The progress claim automatically generated from the receipt cannot be deleted.