Text a receipt after the swipe. Clyr codes that card spend to the project and cost code, and the job-coded cost posts back to Procore. Keep the Amex, Visa, and Mastercard cards you already have.
P
Existing cards, receipt by text, then the job-coded cost posts back to Procore.
The short answer
Projects, teams, and cost structures sync into Clyr. Text the receipt, code the card charge to the project and cost code, and the job-coded cost posts back to Procore.
| Workflow | What Clyr uses | Sync with Procore |
|---|---|---|
| Credit card receipts | Receipt matched to the charge. Coded to the project and cost code. | The job-coded cost posts back. |
| Projects and teams | The project on the coded cost. | Projects, teams, and cost structures sync into Clyr. |
| Cost codes | The cost code on the card expense. | Cost structures sync in. The job-coded cost posts back. |
Bring a sample month of card spend to the demo if you need the Procore field names for your account.
Procore's own tool
Procore's built-in path is the Direct Costs tool. You create the record in Procore. Clyr starts from the company card.
A direct cost is a project cost that is not tied to a purchase order or subcontract. Create a Direct Cost is the project tutorial.
The company card is the starting point.
Company Direct Costs settings can turn an emailed PDF, JPG, or PNG into a Direct Cost to review. That starts from a file you send. Clyr starts from the card transaction.
From the yard
Clyr uses the company Amex, Visa, or Mastercard. No new card program.
When the card transaction arrives in Clyr, the cardholder gets the merchant and amount and can reply in the same thread.
Email, the Chrome extension, and no-login links cover everyone else.
Rules and prior coding suggest the project and cost code.
The coded cost posts back to Procore. Approvals run in Clyr.
On the project
Illustrative project: Pier 4 warehouse is fictional. One card purchase, kept with the project before the cost posts back.
A superintendent buys framing lumber on the company Visa. The text collects the receipt.
The project was already in Clyr. Projects, teams, and cost structures sync from Procore.
The charge is coded to the project and cost code.
The job-coded cost posts back to Procore.
Beyond the project record
Projects, teams, and cost structures sync into Clyr. The job-coded cost posts back to Procore.
Clyr also syncs two ways with QuickBooks. That accounting sync is separate from the Procore cost.
See the QuickBooks integration.
Keep the company Amex, Visa, or Mastercard. Connect existing cards.
Read the receipt capture overview.
Onboarding
Your admin brings the Procore projects the card workflow should code to, and a recent month of card charges. Clyr confirms the connection, then invites cardholders into the text receipt workflow.
FAQ
Projects, teams, and cost structures sync into Clyr. Text the receipt after the card swipe, code the charge to the project and cost code, and the job-coded cost posts back to Procore.
Procore's Direct Costs help doc says you create an Expense, Invoice, or Payroll in the project tool, attach a receipt, and pick a budget code. That path is manual entry or a CSV import, not a company-card feed. Clyr texts for the receipt on the card you already have, codes the project and cost code, and the job-coded cost posts back.
Projects, teams, and cost structures sync into Clyr. Job-coded costs post back to Procore.
No. Clyr works with the Amex, Visa, and Mastercard cards the company already has. The job-coded cost still posts back to Procore.
The cardholder replies to a text with a photo of the receipt. Clyr matches that photo to the card charge and codes the project and cost code. Email and a no-login link cover other people. The job-coded cost posts back to Procore.
Procore defines a direct cost as a project cost that is not tied to a purchase order or subcontract. The types are Expense, Invoice, and Payroll. A line item uses a budget code, and Procore matches that code to a division, cost code, and cost type.
Procore's Company Direct Costs settings can turn an emailed PDF, JPG, or PNG into a Direct Cost to review. That starts from a file you send. Clyr starts from the card transaction, texts for the receipt, and posts the job-coded cost back.
Commercial general contractors and subcontractors who already run projects in Procore and buy on company cards. Projects, teams, and cost structures sync in, and job-coded costs post back.
Keep exploring
See it on your workflow
Bring a month of card spend. Clyr will show the receipt, the project and cost code, and the post-back.