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 (Australia Business Number) Check

  • Australia only.

  • When enabled, ProScan+ checks ABNs on the ABN website, then compares the registered name to the vendor name on the scan.

  • A mismatch shows an orange warning banner at the top of the scan.

• 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

  • Enables 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

  • When enabled, checks a new scan against every scan in the company, and any scan with no project allocated, in order to identify duplicate invoices.
  • When disabled, only scans in the same project are compared, and a scan with no project is not checked. 

• Check Vendor For Duplicate Direct Cost

  • Applies when a scanned invoice number matches a Direct Cost that already exists in Procore.

  • When enabled, the scan is automatically linked to that Procore invoice (and shown as Published) if the vendor matches too.

  • When disabled, a matching invoice number is enough to link them.

• Check Vendor For Duplicate Scans

  • Two scans are flagged as "Potential Duplicates" when at least two of the following match: Invoice number, File Name and/or Invoice Total Amount.

  • When enabled, they must also have the same vendor name.

  • When disabled, the vendor is ignored.

• 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

  • See: ProScan+ 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 Management

• Disable Tax Input

  • When enabled, tax is removed from the scan.

  • The Tax Code column, tax fields and the Assign Tax Code bulk action will not be displayed. 

  • Every line items tax is forced to zero.

  • When disabled, users pick a tax code per line and tax is calculated from the code's rate.

Automation Features

• Enable Automatic Archiving

  • When enabled, invoices that have been Published and reached the nominated status will be automatically moved to the Archive Folder.
  • Arhiving takes place hourly.
  • Set the number of days for Auto-archive Delay and Automatic Archiving Trigger Status. . See ProScan+ General Settings.

• Enable Automatic Publishing Upon Scanning

  • When enabled, invoices will automatically publish upon scanning.

• Enable Automatic Ready Status

  • When enabled, the scan will be marked as "Ready to be Published" status.
  • Require data includes: Project, Invoice Type, PO Number, Vendor, Billing Periods, Invoice Dates.

• Enable Automatic Publishing When Ready

  • When enabled, scans will be published automatically to Procore when the "Ready to by Published" status is reached.

• Enable Automatic Return To My Scans Upon Saving

  • When enabled, returns the user to My Scan results page after clicking Save on a scan.

• Enable Automatic Return To My Scans Upon Publishing

  • When enabled, returns the user to My Scan results page after publishing a scan.

• Automatically Archive Scans Deleted In Procore

  • When enabled, invoices deleted inside Procore (following a publish) will be automatically moved to the Archive Folder.

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