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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 the 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' level permissions on the project's Commitments tool.
       Notes
      • User permissions are NOT managed in the project's Invoicing tool. Instead, the Invoicing tool is designed for users with 'Admin' level permissions on the Main Contracts and/or Commitments tool. 
      • If you are a collaborator (for example, an payment application contact for a subcontracting company that is performing work for a main contractor managing your contract in Procore), your ability to perform payment application-related tasks is determined by the project team that controls these settings for your Procore user account: 
        • Your user account's permissions on the project's Commitments and/or Main Contracts tool.
        • Your membership on the 'Private' list of a specific main contract, purchase order, or subcontract.
        • Your designation as an 'Payment Application Contact' on a main contract, purchase order or commitment.
      • To learn more about permissions for specific tasks that can be performed with the Invoicing tool, see Permissions: Invoicing.

Steps

Search for Payment Applications

  1. Navigate to the project's Payment Application 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 Payment Application 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. Select one or more filters to apply: 
    • Contract Company
    • Billing Period
    • Payment Application Status
    • Payment Status
    • Contract Type

 

If you would like to learn more about Procore’s invoice management software and how it can help your business, please visit our construction invoice management software product page here.