How do I prevent or allow overbilling on a subcontractor invoice?
Background
Overbilling occurs when a line item on a subcontractor invoice exceeds the contract amount in an agreement. When overbilling is overlooked in Procore, it negatively impacts your project's overall budget, since you are being charged an amount that is higher than what was agreed upon. By default, the project's Commitments tool is configured to allow overbilling on a project. However, you can enable a feature that checks your invoices for overbilling and notifies you when a line item is overbilled.
Answer
Depending on your access permissions, a Procore Administrator can turn this setting ON/OFF on all Procore projects in your company account.
Important
- If the feature is turned OFF at the company level, an invoice administrator can turn the feature ON/OFF on a specific Procore project.
- If the feature is turned ON at the company level, the company level setting overrides any project level settings.
I want to... | ...on a specific Procore project | ...on all Procore projects |
---|---|---|
Allow overbilling on subcontractor invoices This lets users save an invoice when any of the invoice's line items exceed 100% of the budgeted amount in the commitment |
An invoice administrator can:
|
Your Procore Administrator can:
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Prevent overbilling on subcontractor invoices This prevents users from saving an invoice if any of the invoice's line items exceed 100% of the budgeted amount in the commitment |
An invoice administrator can:
|
Your Procore Administrator can:
|
How Procore Alerts Users to Prevent Overbilling
When you configure Procore to prevent overbilling, Procore alerts users when line item entries in a subcontractor invoice's Schedule of Values exceed 100% of the budgeted amount in the commitment.
Example
- Navigate to the project's Commitments tool.
- Locate the commitment in the Contracts tab.
- Click the Number link to open it.
- Click the Edit Contract button.
- Scroll to the Schedule of Values card.
- Locate the line item to update.
- Enter an amount that is in excess of the budgeted amount in the commitment.
Example
In this example, we updated five line items with values that exceed 100% of the budgeted amount in the commitment.
- Click Save.
LEGACY If you are using the legacy subcontractor invoice experience, an 'Invalid Line Items' message appears to alert you that the amount you entered exceeds 100% of the budgeted amount in the commitment. Click Continue, then adjust the line items so they are no longer in excess of 100%.
BETA If you are using the beta subcontractor invoice experience, a 'We Couldn't Save Your Changes' message appears. The message lists all of the line items where you entry exceeds 100% of the budgeted amount in the commitment. Adjust the amount so that the line item is no longer in excess of 100%.