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Search, Filter, and Group Invoices in the Progress Billings Tool

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 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 Speciality Contractors point-of-view dictionary. To learn more, see (Limited Release) Owners & Speciality Contractors Point-of-View Dictionary Options. 

Objective

To search, filter, and group your project's subcontractor and GC/Client invoices in the project's Progress Billings tool.

Background

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

  • The Subcontractor tab lists all of your project's subcontractor invoices.
  • The GC/Client tab lists all of your project's GC/Client invoices. 

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

Steps

Search for Payment Applications

  1. Navigate to the project's Progress Billings tool. 
  2. Click the Subcontractor or GC/Client 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 main contract payment application: Payment Application #, Contract #, Contractor and the Architect/Engineer.
    • For subcontractor payment application: 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 Progress Billings tool. 
  2. Click the Subcontractor or GC/Client tab.
  3. Click the Add Group drop-down list. Then select one of these options:
    • On the Subcontractor tab: Contract Company, Invoice Status, Payment Status, or Billing Period.
    • On the GC/Client tab: Client Contract, Invoice Status, or Payment Status. 
  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