Review and Finalize a Receipt (Android)

This feature is currently in beta.

Things to Consider

Required User Permissions
Only submitted receipts that are 'Ready for Review' can be finalized.
After a receipt has been finalized, you cannot change the status or edit core details.
Finalizing a receipt updates each item’s 'Quantity Received' and 'Quantity Available' inventory count.
The received amount cannot exceed the ordered or shipped quantity. To receive more than the ordered or shipped quantity, an overage must be created on the receipt to account for the extra materials.
Defect Creation
- Defects are automatically created when a receipt is Finalized.
- If the quantity received is less than the the quantity expected, a Short defect is created.
- If the quantity received is more than the quantity expected, an Overage defect is created.
- If the condition for items marked as Damaged or Unacceptable a defect is created.
For Customers using Project Financials:
- To finalize a receipt, you must also have 'Standard' level permissions or higher to project's Commitments tool.
  Notes:
  - 'Standard' users can only finalize receipts during an open billing period because the system automatically generates an invoice.
  - 'Admin' users can finalize receipts in any existing billing period, whether it is open or closed.

Navigate to the project's Materials tool using the Procore app on an Android mobile device.
Tap the Receipts tab.
Tap the receipt.
Review that all information is correct.
Tap the Ready for Review status.
Tap Final.