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Procore (en-GB)

Export an Owner Payment application

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Objective

To export an owner payment application to one of the supported file formats.

Background

You can export an owner payment application to the CSV or PDF file format. You also have the option to download the payment application and any attachments to a PDF file. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Main Contracts tool. 
       Notes
      • Access permissions to the Payment applications & Progress Billings tools are governed by the permissions set on the Commitments and/or Client Contracts, Funding or Main 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 payment application 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 Main Contracts tool.
        • Membership on the 'Private' list of a specific contract or funding
        • Designated as an 'Invoice Contact' on the contract or funding.
  • For customers using the DocuSign© integration:
    • The Export PDF option to include attachments is not available on owner payment applications. 

Steps

  1. Navigate to the project's Invoicing tool.
  2. Click the Owner tab. Then click the main contract that you want to work with.
  3. Click the Payment Applications tab.
  4. Locate the contract associated with the payment application. Then click View.
  5. In the contract, click the Payment applications tab.
  6. In the payment application, click the Export drop-down menu and select one of these options:
    export-drop-down.png
    • CSV
      If you choose this option, Procore exports the data to the CSV file format. 
    • PDF
      If you chose this option, Procore exports the data to the PDF file format. 
    • PDF with Attachments
      If you choose this option, mark the tickboxes that you want to apply under 'Select, Order and Download Files'. Then click one of these buttons:
      export-pdf-with-attachments-select.png
      • .ZIP. Click this button to download the PDF to a ZIP file. 
      • Single PDF. Click this button to export the single PDF. Procore emails the PDF file to your user account's email address. 
         Note
        • Only PDF attachments can be combined into a single PDF, if other file types are used as attachments they will not be available as a single PDF.