Remove Contract Compliance Documents from a Commitment as an Invoice Administrator
General Availability in Select Markets (United States)
Procore Pay 
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 functionality in the Procore web application to handle the payment process between general and specialty contractors.Objective
To remove a contract compliance document entry from a commitment as an invoice administrator.
Background
When enabled on a Procore project, Procore Pay adds a 'Compliance' tab to the project's commitments. On a subcontractor invoice, the controls in the 'Contract Compliance Documents' card work with the 'Contract Compliant' setting in the 'Payment Requirements' tab of the Company level Payments tool. This allows your team to track and review the status of the commitment contract's compliance document entries (for example, agreements, bonds, licenses, permits, and more). This helps your team ensure that all documents comply with the contract's requirements before your team releases invoice payments with Procore Pay. To remove an entry, use these steps.
Things to Consider
Prerequisites
- To add the 'Compliance' tab to a project's commitments, enable Procore Pay on the project. See Enable or Disable Procore Pay on Your Projects.
- To track compliance status with Procore Pay, turn the 'Contract Compliant' payment requirement ON. See Configure Payment Requirements: Commitment Requirements.
- To remove a contract compliance document, you must add one to a commitment. See Create Contract Compliance Documents for Commitments as an Invoice Administrator.
Steps
- Navigate to the project's Commitments tool.
- In the Contracts tab, locate the commitment to work with.
- Click the Number link to open it.
- In the commitment, click the Compliance tab.
- Scroll to the Contract Compliance Documents card.
- Remove the entry using one (1) of these options:
- To remove the entry from the Contract Compliance Documents card, hover your mouse cursor over the row to delete and click the trash can icon.
- To remove the entry from the Details pane of the entry, click the Name link. Then, click the vertical ellipsis menu and choose the Delete option.
- To remove the entry from the Contract Compliance Documents card, hover your mouse cursor over the row to delete and click the trash can icon.
- In the Delete Document? prompt, click Delete to confirm the removal.
A GREEN success banner confirms the removal. The entry is removed from the Contract Compliance Documents table. The action is also logged in the Change History of the commitment.