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Procore (en-GB)

Search, Filter and Group Payment Applications

Objective

To use the search feature, apply filters and add groups to the project's Invoicing tool. 

Background

The Invoicing tool organises your project's payment applications on two tabs:

Both tabs allow you use to search feature to locate specific payment applications. You can also group your data and add filters to your results to narrow the number of items displayed on each tab. 

Things to Consider

  • Required User Permissions:
    • 'Admin' on the project's Commitments tool.
       Note
      Your ability to perform certain tasks with the Invoicing tool depends on the access permission you've been granted to the Main Contracts or Commitments tool, as well as the privacy and payment application contact settings set on each main contract or commitment that you are working with. To learn more about permissions for specific tasks that can be performed with the Invoicing tool, see Permissions: Payment Applications.

Steps

Search for Payment Applications

  1. Navigate to the project's Invoicing tool. 
  2. Click the Owner or Subcontractor tab.
    Note: The search function is not available on the Billing Periods tab.
  3. Enter your search terms in the Search box.
     Note

    Procore searches the following fields for matches:

    • For owner invoice: Payment Application #Contract #Contractor and the Architect/Engineer.
    • For subcontractor invoice: Payment Application #Commitment #Comment, and Contract Company.
  4. Click the magnifying glass or press ENTER to search through all of the line items on the selected tab. 

Add Groups and Filters to Payment Applications

  1. Navigate to the project's Invoicing tool. 
  2. Click the Owner or Subcontractor tab.
  3. Click the Add Group drop-down list. Then select one of these options:
    • On the Owner tab: Main Contract, Payment Application Status or Payment Status. 
    • On the Subcontractor tab: Contract Company, Payment Application Status, Payment Status or Billing Period.
  4. Click the Add Filters drop-down list. The select one or more filters to apply: 
    • Contract Company
    • Billing Period
    • Payment Application Status
    • Payment Status
    • Contract Type