Review a Subcontractor Invoice as an Invoice Administrator

Vous utilisez la terminologie du maître d’ouvrage ou de l’entrepreneur spécialisé ?

Procore peut être configuré pour utiliser une terminologie spécifique aux entreprises générales, aux maîtres d’ouvrage ou aux entreprises spécialisées. Découvrez comment appliquer les options du dictionnaire.

  • To learn the differences: Show/Hide

    • This table shows the differences in tool names (bold) and terms across the point-of-view dictionaries for Project Financials.

      Entrepreneurs généraux
      Anglais (États-Unis) - Par défaut

      Propriétaire
      Anglais (Terminologie du propriétaire V2)

      Entrepreneurs spécialisés
      Anglais (terminologie des entrepreneurs spécialisés)

      Facturation

      Facturation

      Facturations proportionnelles

      Propriétaire

      Financement

      Propriétaire

      Maître d’ouvrage/Client

      Maître d’ouvrage/Client

      CG/client

      Ordre de changement au contrat principal

      Ordre de changement de financement

      Ordre de changement du contrat client

      Contrats principaux

      Financement

      Contrats clients

      Revenu

      Financement

      Revenu

      Sous-traiter

      Contrat

      Sous-traiter

      Sous-traitant

      Entrepreneur

      Sous-traitant

      Ventilation des coûts du sous-traitant (VDCS)

      Ventilation des coûts de l’entrepreneur (VDCST)

      Ventilation des coûts du sous-traitant (VDCS)

      About These Dictionaries

      • Default Setting: The 'General Contractor' dictionary is enabled by default for all accounts.

      • Availability: These alternate dictionaries in italics are available in US English only.

      How to Switch Your Dictionary

      To change your company's terminology to the Owner or Specialty Contractor dictionary, contact your company's . They will work with your Procore Point of Contact to make the change.

Background

 In Beta

This feature is currently in open beta and is available to Procore customers by opting into the Automated Commitment Invoice Numbering Open Beta through Procore Explore.

Automated Commitment Invoice Numbering allows companies to define a company-level numbering scheme for all newly created Commitment/Subcontractor Invoices. This automation reduces manual entry, ensures consistency, and streamlines financial operations across all invoices.


Things to Consider

  • Required User Permissions

    • 'Admin' level permissions on the Company level Admin tool.

  • Additional Information:

    • This process allows you to access the Invoicing tool’s settings page.

    • You will be modifying the company-level configuration for invoice numbering.

Prerequisites

Steps

  1. Log in to your Procore account with Admin permissions.

  2. Navigate to Admin > Tool Settings > Invoicing.

  3. In the Invoicing settings, click the Settings tab.

  4. Under the Subcontractor Invoicing section, find the Invoice Numbering setting and Format Preview panel.

  5. Click Edit to open the Invoice Number Format.

  6. Preview the Invoice Number. Use Preview to verify the format. The number appears in sequential order in the preview based on the starting value.

  7. Configure the Invoice number format by adding and arranging the required components in the desired order, using the first or last five characters of each component. Select the components you want to include in your invoice numbers. Options include:

    • Invoice Position  - You cannot delete the position number.

    • Commitment Number -  Uses the commitment number.

    • Billing Period - Uses the billing period.

    • Billing Period End Date - Uses the Invoice billing end date.

    • Billing Period Number - Uses the Invoice billing period number.

    • Custom Text - Type any fixed text ( For example, INV, BILL or Code).

    • Retainage Conditional - Will be based on the selected property format.

    • Project Number - Uses the Project number.

  8. Configure component separator to define how each component is separated. Select the Component Separator from the drop-down list.

    • Dash (-)

    • Point (.)

    • Forward slash (/)

    • Underscore (_)

    • None

  9. Configure the characters for each component. Select the components you want to include in your invoice numbers. Options may include:

    • Format 

    • Length 

      • Invoice Position

      • Characters

    Note: Arrange the components and set formatting options as desired.

  10. The system will validate the total character count for the invoice number.

    • Note: If your ERP system specifies a maximum character count, Procore will enforce it. Otherwise, the default limit is 100 characters.

  11. Review the format preview to ensure it meets your requirements.

  12. Click Save to apply the numbering scheme.
    Note:

    • Invoice numbers for these invoices will be auto-generated and non-editable.

    • The new numbering scheme will now be enforced for all newly created Commitment/Subcontractor Invoices.

Next Step

See Also

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