View Bank Accounts as a Payee
Objective
To view external bank accounts for your company to receive payments using Procore Pay.
Background
If you are contracted to do a job for a company using Procore Pay to manage invoice payments, you can add a bank account to your Procore account to receive payments. You can view added bank accounts at any time.
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?
Steps
- Navigate to your company's homepage. See How do I change companies?
- Navigate to the Payments tool.
- Click the Configure Settings icon.
- Click External Bank Accounts.