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Automated Commitment Payment application Numbering

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Background

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

Things to Consider

  • Required User Permissions
    • 'Admin' level permissions on the Company level Admin tool.
  • Additional Information:
    • This process allows you to access the Payment applications tool’s settings page.
    • You will be modifying the company-level configuration for payment application numbering.

Steps

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

  2. Navigate to Admin > Tool Settings > Payment applications.

  3. In the Payment applications settings, click the Settings tab.

  4. Under the Subcontractor Payment applications section, find the Payment application Numbering setting and Format Preview panel.

  5. Click Edit to open the Payment application Number Format.

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

  7. Configure the Payment application 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 payment application numbers. Options include:

    • Payment application 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 Payment application billing end date.

    • Billing Period Number - Uses the Payment application billing period number.

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

    • Retention 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 payment application numbers. Options may include:

    • Format 

    • Length 

      • Payment application Position

      • Characters

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

  10. The system will validate the total character count for the payment application 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:

    • Payment application numbers for these payment applications will be auto-generated and non-editable.

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