Beta update beginning May 1. You can now group Owner Invoice line items by your project’s custom Budget Code Attributes, directly from the “Group By” dropdown. This enhancement brings the same flexible organization you use in the Budget tool to Owner Invoices, allowing you to sort and view invoice data by attributes like Phase, Location, or any custom grouping you’ve defined. By aligning invoice organization with your project’s unique structure, you gain clearer visibility, reduce manual re-categorization, and ensure consistency across your financial tools. This update streamlines reporting, minimizes errors, and helps owners and project teams quickly drill down into specific invoice segments—no more time-consuming spreadsheet work. Available as an open beta for all regions, this feature empowers you to deliver structured, transparent billing data that matches your project’s needs.
Key Benefits:
Group Owner Invoice line items by custom Budget Code Attributes
Achieve unified reporting and organization across Budget and Invoicing tools
Enhance visibility and reduce manual data entry or rework
Join the beta through Procore Explore.
