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Send an Progress Claim to Accounts Payable in Portfolio Financials

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 Note
This information is intended for Portfolio Financials accounts with the 'Send to Accounts Payable' feature enabled. Please reach out to your Procore point of contact for more information. 

Objective

To send an progress claim to Accounts Payable (AP) from the Contract Room in Portfolio Financials.

Background

The 'Send to Accounts Payable' feature in Portfolio Financials allows you to send progress claims that have been submitted and approved in Procore directly to your accounts payable address. Accounts Payable (AP) addresses are set up on a per-building basis, meaning all progress claims submitted on projects within a certain building will be sent to the same AP address. If you are interested in setting up this feature on your Portfolio Financials account, please reach out to your Procore point of contact to help get you started.

Things to Consider

  • Required User Permissions:
    • 'Limited' access to the project or higher.
      Note: Users with 'Limited' permissions must have access to the contract or access to the relevant Progress Claim Room. 
  • Additional Information:
    • If you have the 'Consolidate Approval and Send to AP' feature enabled, you can approve and send your progress claim at the same time. See Consolidate Approval and Send to AP  in the Steps section to follow the relevant steps. 

Prerequisites

  • The 'Send to Accounts Payable' feature must be enabled for your organization's account. Please reach out to your Procore point of contact if you would like this feature enabled. 
  • The progress claim you want to send must be Approved. See Approve or Reject a Progress Claim in Portfolio Financials.

Steps

  1. Navigate to the relevant Contract Room by clicking the name of the cost item in the project's Cost Tracker. 
    Note: Cost items with a Contract Room are marked with a ribbon icon-ribbon-pfcp.png icon.
  2. Click the Progress Claims tab.
  3. Click the progress claim you want to send.
  4. Under 'Send to Accounts Payable', click Send Now. 

    send-to-ap.png
    Note: If you decide you do not want to send ANY progress claims to Accounts Payable from this point on, click Never. 
     
  5. Review and add documents to the package that will be sent to accounts payable. A PDF version of the progress claim will automatically be included in the package along with any documents attached to the original progress claim. You can drag and drop any additional documents needed into this modal.
  6. After the progress claim is sent, the status updates to 'Sent to Accounts Payable'.
To consolidate approval and send to AP:

If your organization has the 'Consolidate Approval and Send to AP' feature enabled, you can approve the progress claim and send it to AP at the same time. Follow the steps below:

  1. Navigate to the relevant Contract Room by clicking the name of the cost item in the Cost Tracker section of the Project Page.
    Note: Cost items that currently have a Contract Room associated with them are marked with a ribbon icon-ribbon-pfcp.png icon.
  2. Click the Progress Claims tab.
  3. Click the progress claim you want to send.
  4. Click Approve.
  5. Review and add documents to the package that will be sent to accounts payable. A PDF version of the progress claim will automatically be included in the package along with any documents attached to the original progress claim. You can drag and drop any additional documents needed into this modal.
  6. Click Approve. 

    approve-and-send-to-ap.png

Note: Please reach out to your Procore point of contact if you would like this feature enabled.