✅ Allowed Invoice Types
Choose which types of Procore invoices inBuild can process:
Direct Costs – Enable this to automatically pull and process direct cost invoices from Procore.
Subcontractor Invoices – Enable this to process subcontractor-related invoices synced through Procore.
Toggle each option on or off depending on your workflow needs.
Default status when syncing to Procore
When an invoice is synced to Procore, this setting will determine what the status will be when it is created in Procore. If you don't use Approval Workflows in Procore, we recommend setting these to Approved.
🤖 AI Settings
Fine-tune how inBuild's AI handles invoice data:
Allow AI to Overbill
On: The AI will extract line item amounts exactly as they appear, even if they exceed the “remaining to finish” cap in Procore.
Off: AI will respect the Procore cap and prevent overbilling.
Quantity Hydration Policy
Decides how quantities are populated in invoice line items:
Extract from document: Pull quantity values directly from the uploaded invoice.
(Other options may vary depending on your setup.)
Subcontractor Invoice Billing Date
Determine how inBuild sets the billing date for subcontractor invoices:
Date received on inBuild: Uses the day the invoice was uploaded to inBuild.
(Alternate options may include Procore billing date, invoice date, etc.)
