ProScan+ Settings - General

General Settings

Adjust and apply default settings to your ProScan+ account.

• Invoice Forwarding Email

  • Email used to forward invoice attachments from your company/accounts email inbox into ProScan+ My Scans.

  • Formats include: PDF, JPEG/JPG, PNG. Word/Excel NOT accepted.

  • Max Size: 20MB.

  • Contact Smoothx Support to request email name changes.

• Default My Scans view

  • Select a default My Scan view, e.g. Requires Additional Information.

• Automatic Archiving Trigger Status (if enabled)

  • Select the Procore Status when completed scans are moved to the Archive Folder, e.g. Approved.

• Auto Archive Delay (days)

  • Specify the number of days before scans are moved to the Archive Folder, e.g. 14 Days. Automatic Archiving Feature must be enabled.

• Decimal Precision

  • Select the number of decimal places displayed in ProScan+.

• Default Invoice Type

  • Select the default Invoice Type, e.g. Commitment Progress Claim vs Direct Cost.

• Default Tax Type

  • Select the type of tax invoice, e.g. Tax Inclusive, Tax Exclusive.

• Default Direct Cost Type

  • When publishing Direct Costs, select the default Direct Cost Type, e.g Invoice vs Expense.

• Direct Costs

  • Control which ProScan date field is used to populate the matching Invoice Date or Due Date for Direct Costs. Default setting listed below:

    • Invoice Date Field = Direct Cost Date / Date Recieved

    • Due Date Field = Paid Date

• Commitment / Requisition

  • Control which ProScan date field is used to populate the matching Invoice Date or Due Date for Progress Claims. Default setting listed below:

    • Invoice Date Field = Progress Claim Billing Date

    • Due Date Field = Progress Claim Payment Date

• Default Status Direct Cost

  • Select the Procore status applied to Direct Cost scans.

• Default Status Progress Claim

  • Select the Procore Status applied to Progress Claims.

• Default Direct Cost Days to Review

  • Apply a Review Date. Select the number of days after the invoice date for Direct Costs.

• Default Requisition Days to Review

  • Apply a Review Date. Select the number of days after the invoice date for progress claims.

• Default Cost Code

  • Apply Default Cost Code to all line items for Direct Costs (when budgeted cost code setting is not enabled).

• Default Cost Type

  • Apply Default Cost Type to all line items for Direct Costs (when budgeted cost code setting is not enabled).

• Default Tax Code

  • Apply Default Tax Code to all line items for Direct Costs (when budgeted cost code setting is not enabled).

For more ProScan+ settings see:

• Features
• Flags
• Vendor Profiles