The Q4 '2024 Financial Management Quarterly Release includes Stored Materials on Unit Quantity Contract Invoices, Editable Direct Costs After Import, Customer facing PCCO unlink tool, APIs for Advanced Forecasting, Setting to Disable Red Text on the Budget.
The Q4 '2024 Financial Management Quarterly Release includes the following functionality:
Stored Materials on Unit Quantity Contract Invoices
We are excited to announce the release of Stored Materials on Unit Qty Contract Invoices. This new capability allows users to manage and track stored materials directly within Unit Quantity based Commitment and Prime Contract Invoices. You can learn more about Stored Materials on Unit Quantity Contract Invoices here
Editable Direct Costs After Import
This new capability empowers users to manage their direct costs more effectively by allowing them to delete or edit synced direct costs directly within the ERP integration tool. This reduces the need for manual entry and ensures data accuracy, thereby streamlining the accounting process. Learn more about ERP settings for Direct Costs here
Summarized invoice line items - Sage 300
This enhancement simplifies the downstream invoicing process by reducing the number of invoice lines in Sage 300, making it easier for users to manage and review invoices. By summarizing invoice lines, users can avoid clutter and potential confusion, ensuring a more streamlined and efficient accounting process. Learn more about Subcontractor Invoicing and Sage 300 here
Customer facing PCCO unlink tool
ERP integration users will now have the ability to unlink or reset Prime Contract Change Orders (PCCOs) from the synced tab in the Company level ERP tool. This new capability allows users to manage their PCCOs more effectively by providing options to unlink or reset them without calling into Procore Support. Learn more about syncing Prime Contract Change Orders here
APIs for Advanced Forecasting
Procore has added API endpoints for the Advanced Forecasting tool in the Budget. With these updates, users can now leverage the API to update and pull the following Forecasting related values to/from Procore.
Setting to Disable Red Text on the Budget
We're excited to announce a new feature designed to give you greater control over the visual presentation of your budgets. Now, you have the option to disable the automatic red text formatting that highlights negative values. You can learn more about Project Budget settings here.
