Bulk Edit the Status of Subcontractor Invoices in the Progress Billings Tool

Objective

To bulk edit statuses for multiple subcontractor invoices using the Progress Billings tool. 

Background

With the Progress Billings tool, you can use the steps below to change the status of multiple subcontractor invoices at once. 

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 point-of-view dictionary configured in Procore. See What tool names and terms are different in Procore for main contractors, owners and speciality contractors?
    • 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.

Prerequisites

• Create a Payment Application on Behalf of a Payment Application Contact
  OR
• Submit a New Payment application as a Payment Application Contact

Steps

1. Navigate to the project's Progress Billings tool.
2. Click the Subcontractor tab.
3. Mark the tickboxes next to the payment applications that you want to update.
4. Click Edit.
   
5. Select the appropriate status from the drop-down list. 

    Note

   • To learn more about statuses, see What are the default statuses for Procore payment applications?

   • When creating a payment application (see Create a Payment Application on Behalf of a Payment Application Contact or Create and Submit a Payment Application as a Payment Application Contact), change the payment application's status to 'Under Review' when you are ready to send it to the payment application administrator. The administrator can then change its status to 'Approved' as needed. 

   • Users with 'Standard' level permissions can bulk edit payment applications only when the payment application is in the 'Draft' or 'Revise & Resubmit' status.
6. Click Save Edits. 

See Also

• Create a Payment Application on Behalf of a Subcontractor
• Submit a New Payment application as a Payment Application Contact