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Procore (en-GB)

Compile Progress Billing Backups

 Limited Release
flag-us.png flag-canada.png The Progress Billings tool is only available to Procore customers in the United States and Canada who have implemented the Procore for Specialty Contractors point-of-view dictionary. To learn more, see (Limited Release) Owners & Specialty Contractors Point-of-View Dictionary Options

Objective

To compile a backup that includes all PDF attachments for one or more progress billings.

Background

A progress billing backup lets you generate a single PDF that contains a PDF copy of each individual progress billing that you select. This feature saves valuable time so you don't have to manually export multiple progress billings or compile those downloads into a single PDF. Instead, Procore does this work for you.

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.
  • Additional Information:

Steps

  1. Navigate to the project's Progress Billings tool.
  2. Under the Subcontractor tab, place checkmarks in the boxes that correspond to the progress billings that you want to compile the backup for.
  3. Click Compile Progress Billing Backups.
     Important
    To successfully compile a backup, Procore requires the billing period(s) corresponding to the progress billings you selected must exist. To learn more, see Create Automatic Billing Periods and Create Manual Billing Periods.

    compile-progress-billing-backup.png
    You will see a message at the top of the page alerting you if the compilation has been successful.
  4. compile-invoice-backups-successful.png