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Procore

Manage Project Controls in Bulk

 General Availability in Select Markets (United States)
flag-us.png Procore Pay icon-external-link.png  is available in the United States. It is designed for General Contractors and Owner-Builders who act as their own General Contractors on a job. Procore Pay extends the Invoice Management icon-external-link.png functionality in the Procore web application to handle the payment process between general and specialty contractors.

Objective

To manage Procore Pay features on Procore projects in bulk as a Payments Admin in the payor environment.

Background

On the Project Controls page, a Payments Admin can bulk enable or disable the Procore Pay features on your company's projects. This tool also lets you choose the bank account to use. 

Things to Consider

Prerequisites

Steps

  1. Navigate to the Company level Payments tool. 
  2. Click the Payments Settings icon-settings-gear-android.png icon. 
    This opens the Payments Settings page. The External Bank Accounts page is active by default. 
  3. Click Project Controls
    This opens the Projects Controls page shown below.
  4. Optional. Start typing a project name in the Search box to narrow the projects in the list. 
    project-controls.png
  5. In the table, select one or multiple projects:
    • To select one or multiple projects, mark the checkbox(es) that correspond to the desired projects. 
      OR
    • To select all projects, mark the checkbox in the heading of the Project column. 
  6. Choose from these options:
    • Optional. To change the setting of the Procore Pay features on the selected projects, click  Edit Pay. Then choose the Enabled or Disabled setting from the drop-down list. 
    • Optional. To change the default bank account setting on the selected projects, click Edit Bank Account. Then choose one of your company's linked external accounts or the Select at Disbursement option. 

Changes are saved automatically. A GREEN success banner confirms the action.