Financial Management Quarterly Product Release Q2 2025

Details

Join us for the Q2 edition of our Procore Financial Management Product Release Webinar—your inside look at the latest enhancements across Project Financials, Invoice Management, Workflows, Procore Pay, and ERP integrations.

This quarterly webinar gives you early insight into new features before they roll out, so you have time to prepare, adopt, and take full advantage. You'll hear directly from our product management team as they walk through key updates, share live demos, and explain how these features can help your team work more efficiently and effectively.

Most of the features we’ll cover will be released the week of May 12-16. A few are already available and ready for you to explore.

What you'll learn...

Workflows:

• Quickstart Workflows

• Budget Code Comparison for Workflows

Budget Notes Beta

Procore Pay:

• Money Transmitter Licenses

Usability Improvements:

• Show custom fields v2 on potential change orders (PCOs) on Change Orders tab within Contracts tools

• Automatically pin first column in Contracts list view(commitments & prime) when side scrolling, to matchCE list view and budget experiences

• Show Change Orders Workflow v2 panel from inbound workflow email link

• Change Orders - Add Signatures Required Column to Summary Page

• Setting for allowing CCOs to follow Latest Cost instead of Latest Price

File Upload(PDF/CSV) Enhancements:

• Add column for "Tax Code" to CSV import for prime contract and commitments and enable as part of import

• Enable workflows data for Budget Changes custom PDFs

• Allow additional file types to be uploaded to chang events, aligned with other tools (e.g. Submittals)

• SSRM and CSRM UI and CSV import consistency

Project Template Enhancements:

• Prime Contract Settings Carry Over

• Financial Markups Carry Over

• Cost Code/Sub job Setting

• Commitment Settings Carry Over

ERP:

• Auto refresh and export of project cost codes

• CMiC Customer Import