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View the Payment Requirements Change History

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 General Availability in Select Markets (United States)
flag-us.png Procore Pay icon-external-link.png with payments powered by Goldman Sachs Transaction Banking (TxB)* 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 view the change history for Payment Requirements with the Payments tool. 

Background

The Change History page records all of the updates to the Payment Requirements settings for the Company level Payments tool. 

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. 
  3. Click the Payment Requirements tab. 
  4. Click Change History. 
    This opens the Change History page for the Payment Requirement settings. 
    payment-requirements-change-history.png

Click here to learn about the table.  

Change History Page

The table below describes the default columns on the Change History page.

Column Description
Date Shows the date and timestamp of the action. 
Action By Shows the first and last name of the Procore user as their name appears in the Company Directory.

Note: Only a member of Procore's Payments Operations Team can add Payments Admins to your account. This requires an authorized user at your company to complete and sign Procore's Payment Administrator Designation Form. Once added, this entry indicates the user was added by 'Procore Support'. For details, see Add or Remove Payments Admins as a Payor.
Changed Provides a brief description of the setting change. 
From Shows the value that the setting changed from.

Note: If the action originated from a setting with a blank or null value, Procore shows the double dash symbol (--). 
To Shows the To value that the setting changed to.

Note: If the action resulted in a setting with a blank or null value, Procore shows the double dash symbol (--). 

See Also

 

*Goldman Sachs Transaction Banking services are provided by Goldman Sachs Bank USA (“GS Bank”) and its affiliates. GS Bank is a New York State chartered bank, a member of the Federal Reserve System, and Member FDIC.