Details
The Compliance tab on a subcontractor invoice in Procore Pay includes several key features designed to streamline the management of compliance documents during the invoice process.These features collectively help ensure that all compliance-related requirements are efficiently managed, reducing the risk of payment delays due to missing or incomplete documentation.
Collect Required Compliance Documents During Invoice Submission
Payors can collect any required compliance documents from your payees during invoice submission. For example, collecting a W-9 is often contractually required for tax compliance and accurate record-keeping. Invoice administrators can perform these actions to ensure payment requirements are met and verified on project invoices from the Commitments or Invoicing tool. Payments Admins and Disbursers with invoice administrator permission can also verify the requirements before invoice approval and payment from the Payments tool. Invoice contacts may also be able to perform these actions with the payor's permission.
To learn more, see:
- Add a Compliance Document to a Subcontractor Invoice
- Upload a Compliance Document to a Subcontractor Invoice
- Delete a Compliance Document from a Subcontractor Invoice
Examples
This shows you the Compliance tab on a subcontractor invoice.
Review Submitted Compliance Documents
Once the required compliance documents have been submitted, users with invoice administrator permissions on a project can manually add or remove compliance documents as needed. Note that any manual changes do not carry over to future invoices.
Example
This shows you the Review button on the Compliance Documents tab of a subcontractor invoice.
Configure the Required Compliance Documents for Project Invoices with Compliance Templates
Company Admins can create compliance templates to manage required documents on Procore projects. Once created, they can also determine which compliance documents are required for a project or invoice by adding to the template. This helps teams standardize their compliance processes across Procore projects. For details, see:
- Add Required Compliance Documents to Compliance Templates
- Edit or Delete Required Compliance Documents from Compliance Templates
Example
This shows the Create New Requirement page in the Company level Admin tool.
Configure Compliance Documents as a Soft or Hard Payment Requirement
Payments Admins for the payor can configure the 'Invoice Compliant' requirement as a soft or hard stop requirement, providing flexibility in how compliance impacts payment processing. You also have the option to waive the requirement. To learn how, see Configure Payment Requirements as a Payor.
Example
This shows you the 'Invoice Compliant' setting on the Payment Requirements page in the Payments tool.
Know When Invoice Payment Requirements are Met
Payments Admins and Disbursers for the payor can see when compliance requirements are met in the Subcontractor Invoices tab Payments tool. Tracking requirements is crucial for informed payment decisions. To learn how other users can view payment requirements, see View Payment Requirements.
Example
This shows you the payment requirements in the Subcontractor Invoices tab of the Payments tool.
