1.2 Upload Multiple Bills to Fulfill a Procore Purchase Order

Overview

Learn how to create a Purchase Order (PO) in Procore, then use EzzyBills to upload and apply multiple bills against that same PO until it is fully fulfilled.

Step 1: Create a PO in Procore

1. In Procore, navigate to Commitments > Create Purchase Order.
2. Ensure the Contract Company field is completed, then add all required line items.
3. Change the PO status to Approved.

Step 2: Upload Multiple Bills to EzzyBills

Once your Procore Purchase Order is approved, you can upload multiple bills to EzzyBills and apply them to the same PO, one bill at a time.

First Bill Upload & Review

1.Upload the bill: Drag and drop the bill onto your EzzyBills Dashboard, or email it directly using the custom EzzyBills email address shown on your dashboard.

2.View in Procore: Once processing shows Complete, click the Procore Bill link on the right side of the upload. This opens the bill in Procore, where it will appear as a Draft Invoice under your Purchase Order.

The original invoice file is also sent to Procore as an attachment, which appears at the bottom of the Procore invoice:

3.Review the Schedule of Values:

• In this example, the PO has a Scheduled Quantity of 3 for each line item.
• Open the Schedule of Values and review the columns on the right.
• Work Completed This Period (Qty.) displays 1 for each item because the uploaded bill contains a quantity of 1 for each line.
• Other line-item data updates automatically in the Schedule of Values.
• The grand totals for Total Completed & Stored to Date ($ and %) and Balance to Finish update accordingly.

Subsequent Bill Uploads

Use the same method to upload remaining bills, review the generated invoices, and track the updated PO in Procore.

Example: Below is the Schedule of Values after receiving the 2nd bill:

• Work Completed This Period (Qty.) displays 1 for each item on the second bill.
• Total Completed & Stored to Date (%) updates to 66%, and the Balance to Finish decreases.

Final Fulfillment

Once all bills have been processed and all items are received:

1. Open the Schedule of Values in Procore.
2. Verify that all line items show 100% complete.
3. Confirm that the Balance to Finish shows $0.00.