Post a Receipt

Objective

To post a receipt for materials that were received for your project.

Background

Imported materials and materials listed in approved orders from the Commitments tool appear in the Materials tool. From the Materials tool, you can create receipts to track the materials you have received. After all materials have been received, post the receipt to indicate that receiving is complete.

For companies with Procore Financials, a draft payment application is automatically created in Procore's Payment applications tool after you post the receipt.

Things to Consider

• Required User Permissions
• After you post the receipt, a draft payment application is automatically created in Procore's Payment applications tool.

Prerequisites

• Create a Receipt

Steps

1. Navigate to the project's Materials tool.
2. Click the Control tab.
3. Click the Receipts sub tab.
4. Click the receipt number.
5. Locate the 'Document Status'.
   
6. Click Not Posted and select one of the following options:
   • Select Post to add the materials to your inventory. In the future, you can issue materials for handover.
   • Select Post > Direct Handover to Person to automatically issue and handover the materials.​​​​​​
   • Select Post > Direct Handover to Project to automatically issue and handover the materials.​​​​​​

See Also

• Edit or Delete Sub Line Details
• Unpost a Receipt
• Delete a Receipt