ProScan+ Settings - Features

Features

Features settings include the following sections:

• General

• Invoicing

• Tax Management

• Automation

• Beta Features

General Features

• Enable Vendor Creation

  • Add new vendors to Procore Directory.

• Enable ABN Check

  • Check the ABN number

• Enable Discounts (Unit Price or Percentage)

  • Apply discount amounts per scan line items.
  • When disabled, Unit Price discount is applied (default).
  • When enabled, percentage discount is applied.

• Enable Credit Notes

  • Enabled Credit Note options on scans
  • When enabled scan line items are coverted to negative figures
  • Invoices Published to Procore, then synced to your accounting software will be created as a Credit Note

• Enable Credit Note On Wording Match

  • Automatically enable credit notes toggle based on scanning keyword  on the invoice, e.g. Credit Note, Credit Adjustment, red coloured text, negative figures

• Enable Invoice Training

• Enable Advanced Line Items Extraction

  • Extract all invoice line items from the scan.
  • When disabled, a signle line items is displayed with the invoice total amount.
  • When enabled, ALL invoice line items are displayed.

• Remove Due Date Upon Scanning

  • Removes the Due Date from the Scan.
  • Enabled when the Due Date for AP Bills is managed via your accounting company contact settings.

• Check All Projects For Existing Vendor Invoices

• Check Vendor For Duplicate Direct Cost

• Check Vendor For Duplicate Scans

• Use Original Attachment Filename

  • When disabled, the file name attachment added to Procore will be changed to match the Invoice Number in ProScan+.
  • When enabled,  the original file name will be retained.

Invoicing Features

• Only Use Budgeted Cost Codes

• Hide Budget Code Description

• Enable Commitment Progress Claims

• Enable Commitment Overbilling

• Enable Commitment Schedule Of Values Editing

• Automatically Populate Proposed Amount

• Automatically Populated Commitment Retention

• Publish Commitment Progress Claims Without Line Items

• Publish Commitment Progress Claims Without Line Items When Over Billed

• Enable Invoice Total Check

Tax Managment Features

• Disable Tax Input

Automation Features

• Enable Automatic Archiving

• Enable Automatic Publishing Upon Scanning

• Enable Automatic Ready Status

• Enable Automatic Publishing When Ready

• Enable Automatic Return To My Scans Upon Saving

• Enable Automatic Return To My Scans Upon Publishing

• Automatically Archive Scans Deleted In Procore

Beta Features

• Enable New Scan Management Interface

  • See: ProScan+ Settings - New Scan Management Interface

• Enable Multi Project Direct Cost Scanning

  • See: ProScan+ Settings - Multiple Project Direct Cost Scanning

• Use Vendor Scan Profiles

  • Enabled Vendor Scan Profile setting
  • See: ProScan+ Settings - Vendor Scan Profiles 

For more ProScan+ settings see:

• General Settings
• Flags
• Vendor Profiles