This announcement represents a single point in time. Future releases may impact the information below.
Feature Released: December 5, 2022
Project Financials + Viewpoint® Vista™ Integration by Ryvit: Received Date Syncing for Direct Costs in Procore
Procore is pleased to announce that the Received Date field on a cost in Viewpoint® Vista™ that syncs to the Procore Direct Costs tool will now automatically include the item's received date.
Why is this important?
With Received Date syncing for the Direct Costs tool, users can now enjoy the added benefit of using the pre-fill function in Owner Payment applications to pull in Direct Costs with a Received Date that falls within a payment application's selected billing period. This function was previously unavailable because the pre-fill function requires a date entry to determine if a cost falls within the relevant billing period.
Will this impact existing Direct Costs?
No. Direct Costs that have already been synced with Procore will not be impacted.
Things to Consider
The date that will be populated in the Received Date field in a Direct Cost item in Procore is sourced from the Financial Period Date in Viewpoint® Vista™. Because the Financial Period Date in Viewpoint® Vista™ only provides a month and year, the day of the month for all date entries will default to the 1st. For example, if the item is billed on 15/10/2022, the Received Date in Procore will show 01/10/2022.
- Create an Owner Payment Application
- How does Procore automatically complete amounts on an upstream payment application?
If you would like to ask questions or share any feedback, please contact firstname.lastname@example.org.