Intended audience: accountant or project manager. This page walks through the recurring monthly workflow. For one-time account setup, see Setup.
Monthly workflow: Siteline → Procore
Step 1: Prepare the pay app in Siteline
Add billing amounts, attach forms, and complete your normal Siteline workflow.
If your GC changes retention information in Procore, adjust it to match in Siteline before you sync the invoice.
Step 2: Sync the pay app to Procore
There are 2 primary ways to handle setting a pay app as synced on Siteline. If you add billing in Siteline and would like to update Procore, follow the steps below. If you've already updated billing in Procore and would simply like to mark the pay app as synced in Siteline, skip to Marking a pay app as synced without sending data.
Syncing billing values from Siteline to Procore
In the Billing module, open the project and the pay app you would like to sync to Procore.
Open the Invoice tab of the pay app.
Click Sync invoice to Procore. This will sync the billing values you've entered for this month to the Procore draw request/pay app.
Once you've clicked sync invoice, a dialog will appear until the sync is complete. Please do not navigate away from the page or close the tab during this process.
Once the sync is complete, it will show a success dialog. You can then click Submit on Procore to complete the final submission in Procore.
For Procore, if your GC changes your retention information in Procore, you may need to adjust it to match in Siteline before you sync the invoice.
If the sync fails, a dialog will show up. If Procore gives us an error message explaining what went wrong, we'll show it on this dialog. Once you have corrected any issues, you can follow step 3 to continue the process. You can also click Sync again if there aren't corrections to be made.
Marking a pay app as synced without sending data
This is for the case where you have to submit your billing on Procore directly (not recommended) or where a GC modifies your billing directly on Procore.
In the Billing module, open the relevant project.
Update the billing values of the relevant pay app on Siteline to reflect Procore.
Click the menu icon on the right-hand side of the pay app you want to mark as synced.
Select Mark as synced. The status of the pay app will update, but Siteline will not sync any information to Procore.
Step 3: Complete submission in Procore
After syncing, complete any remaining steps (signatures, final submission) on the Procore side.