Review a Subcontractor Invoice as an Admin

Objective

To approve or reject the line items on a subcontractor invoice using the project's Commitments tool. 

Background

If you are responsible for managing your project's subcontractor invoices for accuracy, you can approve or reject individual line items on the invoice. In order to perform a review as an invoice administrator, your Procore user account must be assigned the required user permissions described below. After these permissions are assigned, you can then navigate to the invoice using either the project's Commitments tool or the project's Invoicing tool. This tutorial shows you how to review your project's invoices using the Commitments tool. 

Things to Consider

• Required User Permissions:
  • To review a subcontractor invoice as invoice administrator from the Commitments tool, 'Admin' level permissions on the project's Commitments tool. 
• Additional Information:
  • To review the status of the line item review as an 'Invoice Contact,' see Review a Subcontractor Invoice as an Invoice Contact. 
  • To learn how to review a subcontractor invoice from the project's Invoicing tool, see Review a Subcontractor Invoice as an Admin.

Prerequisites

• Create an Invoice on Behalf of an Invoice Contact
  OR
• The contract must be in the Under Review status. See Submit a New Invoice as an Invoice Contact and What are the default statuses for Procore invoices?

Steps

1. Navigate to the project's Commitments tool.
2. Click the Contracts tab. 
3. Locate the purchase order or subcontract with the invoice in the contracts table. Then click its Number link to open it.
4. In the purchase order or subcontract, click the Invoices tab.
5. In the 'Invoices (Invoices)' table, locate the invoice to review. Then click View.
6. Click the Detail tab.
7. Click the Edit button.
8. In the Line Items table, approve or reject each line item on the invoice as follows:
   • To approve a line item, click the GREEN checkmark so it appears in a circle . This indicates you have approved the line item. 
   • To reject a line item:
     • Click the RED 'x' so it appears in a circle .  
     • Enter a reason in the Leave a Reason Why box.
       

        Important

       • Comments entered in the 'Leave a Reason Why' box are NOT included in the automated email sent to the invoice contact. However, you can export a PDF that includes a 'Reasons for Difference' table that shows the comments as entered. See Export an Owner Invoice as a PDF, CSV or PDF with Attachments
     • Press ENTER to submit your explanation for rejecting the line item. 

        Note

       • If you have enabled the Enable Subcontractor Proposed Amounts option in Commitment Settings, the 'Subcontractor Claimed This Period' column appears. To learn more, see Create a Payment Schedule.
       • The 'Subcontractor Claimed This Period' column can reflect what an invoice contact submitted, a user with 'Admin' level permissions can adjust the 'Work Completed This Period' and 'Materials Presently Stored' columns separately to set the appropriate amounts.
9. Click Save. 
10. In the Finish Review popup window, update the status as needed and add any information in the Overall Comments box.
    
    
11.  Click Update to complete the review.

     Notes

    • If you rejected any of the line items, Procore automatically sets the status to Revise and Resubmit.
    • If you approved all of the line items, Procore automatically sets the status to Under Review. 

See Also

• Create a Payment Schedule