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Procore Support (en-au)

Export the Subcontractor Invoicing Page from the Progress Billings Tool

 Limited Release
flag-us.png flag-canada.png The Progress Billings tool is only available to Procore customers in the United States and Canada who have implemented the Procore for Speciality Contractors point-of-view dictionary. To learn more, see (Limited Release) Owners & Speciality Contractors Point-of-View Dictionary Options

Objective

To export a list of all the subcontractor progress claims on the 'Subcontractor' tab of the projects Progress Billings tool. 

Background

The 'Subcontractor' tab in the project's Progress Billings tool displays all of your project's billings. You can generate a PDF copy of this list using the export steps described below.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Commitments tool.
       Notes
      • Access permissions to the Invoicing & Progress Billings tools are governed by the permissions set on the Commitments and/or Client Contracts, Funding or Head Contracts tool. Procore tool names vary, depending on the language or point-of-view dictionary configured in Procore. See What dictionaries and languages are available in the Procore web application?
      • If you are a collaborator (for example, an progress claim contact employed by a company performing work on a project managed in Procore, your ability to perform invoice-related tasks is determined by the Procore company account holder. Settings that the account holder may choose to provide to you include:
        • A Procore User account.
        • Access permissions to the project's Commitments and/or Client Contracts, Funding or Head Contracts tool.
        • Membership on the 'Private' list of a specific contract or funding
        • Designated as an 'Invoice Contact' on the contract or funding.

Steps

  1. Navigate to the project's Progress Billings tool.
  2. Click the HC/Client tab.
  3. Choose Export > PDF.
    export-pdf.png 
     Notes
    • Procore generates a PDF of the tab's contents and opens it in a separate browser window.
    • Any grouping, filtering and search filters applied to the billings on the Subcontractor tab are reflected in the PDF.