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Procore (en-GB)

Export the Subcontractor Payment Applications Page

Objective

To export a list of all the subcontractor payment applications on the 'Subcontractor' tab of the project's Payment applications tool. 

Background

The 'Subcontractor' tab in the project's Payment applications tool displays all of your project's billings. You can generate a PDF copy of this list using the export steps described below.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Commitments 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.

Steps

  1. Navigate to the project's Invoicing tool.
  2. Click the Subcontractor tab.
  3. Click the Export button and choose the PDF option. 
     Notes
    • Procore generates a PDF that includes the table contents and opens it in a separate browser window.
    • Any grouping, filtering and search filters applied to the billings on the Subcontractor tab are reflected in the PDF. 
Example

The illustration below shows you an example of the PDF export. 

subcontractor-invoice-list-pdf.png

 

If you would like to learn more about Procore's payment application management software and how it can help your business, please visit our construction payment application management software product page icon-external-link.png.