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Procore

Considerations

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Before you get started, consider the following. 

Things to Consider

  • To configure the compliance templates feature in the Payments tool, you must be a Company Admin for the payor.
  • To complete actions in the Compliance tab of a subcontractor invoice, you must have invoice administrator permissions on the Commitments tool in the payor's Procore project. For Procore Pay payees, invoice contacts can only complete specific actions with the payor's permission. For details about specific actions, see Procore Pay Permissions.