Financial Management Quarterly Product Release

Details

It’s time for another Procore Financial Management Quarterly Product Release webinar! In an effort to help you take advantage of the latest and greatest enhancements to Project Financials, Invoice Management, and ERP integrations, we release all product updates to the Financial Management product suite once a quarter. We aim to provide approximately 2 months advanced notice of new releases coming to Procore Financial Management solutions, so you have plenty of time to learn and adopt the newest features. We will release all Q1 updates mid-month on the second month of the quarter: February 10-14th.

What you'll learn...

• Financial Platform: Advanced Financial Markups and Multi-Currency Beta Availability

• Invoicing: Automatically Move Stored Materials to Work Complete, Controls for Commitment Invoice Retainage Billing and Commitment Invoicing Workflow Conditionals

• Contracts: Default Retainage on POs

• Change Events: Configuration Setting to Remove Prefill logic for Change Events, Revenue Columns on CSV import for CE, Change Events and PCO Hyperlinks added to Change Order PDFs, "Edit" label added to pencil icon for increased side panel visibility, Granular Permissions on Change Events - Ability to view change history tab, Granular Permissions on Change Events - Ability to export to PDF/CSV, Improved Error handling on Change Events - Page scroll with Messaging and "Non-committed costs" column available on the Change Event Line Items table when in Create/Edit pages

• Budget Changes: Custom PDF support on Budget Changes and Budget Changes Custom and Configurable Fields

• Budget: Prime contract status, Pending - Billable status and Budget settings- configure grand total on pdf

• ERP: CMiC Payment Imports and Sage 300 Owner Invoice Export