Invoice Administrator Guide

Navigate to the project's Commitments tool.

In the Contracts tab, locate the commitment to work with.

Click the Number link to open it.

In the commitment, click the Compliance tab.

Scroll to the Contract Compliance Documents card.

Click Create New.

In the Details pane, enter:

• Name. Type the name of the compliance requirement. For example, type: Surety Bond

• Type. Select a requirement type from the drop-down list. The choices are Bond, License, Master Agreement, Permit, Safety, W-9, or Other.

• Status. Choose a status for the requirement: Compliant or Not Compliant.

• Effective Date. Select an effective date for the compliance requirement.

• Expiration Date. Select an expiration date for the compliance requirement.

• Send Expiration Notification. Mark this checkbox to send a daily email notification to the commitment's invoice contacts when the compliance requirement is within fourteen (14) days of the set 'Expiration Date'.

   Note

  To stop the email notification, change or remove the expiration date. Procore stops sending notifications sixty (60) days after the Expiration Date passes.

• Notes. Enter any relevant comments about the compliance requirement.

• Attachment. Click the Attach Files button or use a drag-and-drop operation to add one (1) file.

   Tips

  • To cancel your new entry, click the Cancel link or Close button. A 'Discard Unsaved Changes' message appears.

  • To remove all data and information from Procore, click Discard. This action cannot be undone and data cannot be recovered.

Click Save.