Upload Bank Verification Documentation as a Payee

Objective

To add documentation to verify your bank information as a payee using Procore Pay. 

Background

With Procore Pay, a payee must add a bank account to receive payments. You may be required to upload an acceptable document to verify your bank account. 

Things to Consider

• Required User Permissions
  Note: Permissions differ based on whether your company has a free or paid Procore account. See How can I tell if I have a free or paid Procore account?
• An acceptable document to verify your bank account is in the form of a bank issued statement:
  • issued within the last three (3) months.
  • includes the bank's name.
  • includes your company's account name.
  • reflects at least the last four (4) digits of your company's account number.
    Note:  You can hide or redact sensitive data, like account balances and transactions.

  •  Important

    If your statement does not meet all the requirements above, an agent may reach out to obtain additional documentation to help verify your account.

Prerequisites

• Add a Bank Account as a Payee

Steps

1. Navigate to your company's homepage. See How do I change companies?
2. Navigate to the Payments tool.
3. Click the Configure Settings  icon.
4. Click External Bank Accounts.
5. Click Upload next to the account with the 'Pending Verification' status.
6. Click or drag and drop your document from your computer into the box.
7. Click Send Document.
8. Click Close.

Next Step

• The payor must approve your bank account. See Approve a Beneficiary Bank Account as a Payor.

See Also

• Edit a Bank Account as a Payee
• Deactivate a Bank Account as a Payee