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Workshop 7/16/26

Procore Budgets, Expenses, and Change Orders

This session covered:

  • Managing revenue budgets and pending change orders when syncing with Procore

  • Working with the new expense experience after the card feed retirement

  • Manually linking supply houses

  • Assigning payment accounts in bulk

  • Troubleshooting markup on change orders.

We also previewed upcoming features, including automatic multi-invoice PDF splitting, change order PDF review, vendor credits on the ready-to-pay screen, and quantities and units on bills and expenses.

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